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 | $79,547 |
MULTNOMAH GROUP5+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $22,430 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,794 | $44,734-53.5% | $99,443-79.1% | $67,579-69.2% |
| Participation rate | 72.8% | 66.2%+6.6pp | 73.8%-1.0pp | 71.3%+1.5pp |
| Annual return | 22.36% | 32.45%-10.1pp | 30.72%-8.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,070 | $2,731-24.2% | $3,619-42.8% | $3,539-41.5% |
| Admin fee / account holder | $105 | $120-12.6% | $6,250-98.3% | $142-26.5% |