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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,883 |
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $6,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,710 | $34,492-37.1% | $80,004-72.9% | $55,191-60.7% |
| Participation rate | 72.1% | 62.9%+9.2pp | 73.0%-0.9pp | 69.2%+3.0pp |
| Annual return | -0.19% | 3.50%-3.7pp | 7.63%-7.8pp | 10.78%-11.0pp |
| Employer contribution / active EE | $507 | $1,043-51.4% | $2,473-79.5% | $1,899-73.3% |
| Participant deferral / active EE | $1,757 | $2,104-16.5% | $3,204-45.1% | $3,046-42.3% |
| Admin fee / account holder | $34 | $69-51.2% | $5,033-99.3% | $91-62.7% |