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 | $68,309 |
MULTNOMAH GROUP4+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $29,059 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,307 | $37,591-56.6% | $90,645-82.0% | $55,725-70.7% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.0%+7.6pp | 70.9%+10.8pp |
| Annual return | -6.01% | -3.20%-2.8pp | 1.88%-7.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,006 | $2,643-24.1% | $3,425-41.4% | $3,356-40.2% |
| Admin fee / account holder | $93 | $100-7.4% | $4,994-98.1% | $115-19.6% |