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 | $62,794 |
MULTNOMAH GROUP3+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $7,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,060 | $43,411-58.4% | $94,993-81.0% | $69,631-74.1% |
| Participation rate | 83.3% | 64.4%+18.8pp | 73.9%+9.4pp | 70.7%+12.6pp |
| Annual return | 22.10% | 22.54%-0.4pp | 27.12%-5.0pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,831 | $2,384-23.2% | $3,317-44.8% | $3,224-43.2% |
| Admin fee / account holder | $67 | $87-23.2% | $4,960-98.6% | $110-39.3% |