See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GEFFEN MESHER4 years Filed as: GEFFEN MESHER & COMPANY PC Service code 10 · EIN 93-1042710 | Accounting | $28,000 |
MULTNOMAH GROUP1 year Service code 27 · EIN 20-0361079 | Advisory (Plan) | $6,000 |
Service code 49 · EIN 87-3599091 | Other Services | $4,647 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $1,357 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,123 | $100,923+74.5% | $150,045+17.4% | $74,304+137.0% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.3%+5.2pp | 60.3%+27.2pp |
| Annual return | 13.57% | 51.77%-38.2pp | 62.55%-49.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,257 | $3,463-34.8% | $4,693-51.9% | $2,241+0.7% |
| Participant deferral / active EE | $10,112 | $6,709+50.7% | $7,997+26.4% | $3,767+168.4% |
| Admin fee / account holder | $336 | $2,767-87.9% | $13,435-97.5% | $2,969-88.7% |