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 | $90,509 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $22,614 |
PERKINS & CO1 year Filed as: PERKINS & COMPANY, P.C. Service code 10 · EIN 93-0928924 | Accounting | $10,831 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,725 | $51,447-26.7% | $104,607-63.9% | $73,409-48.6% |
| Participation rate | 84.9% | 68.2%+16.6pp | 74.1%+10.8pp | 72.2%+12.7pp |
| Annual return | 16.09% | 25.06%-9.0pp | 340.46%-324.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $916 | $1,441-36.4% | $2,681-65.8% | $2,234-59.0% |
| Participant deferral / active EE | $4,102 | $3,058+34.1% | $3,740+9.7% | $3,805+7.8% |
| Admin fee / account holder | $213 | $122+74.9% | $6,473-96.7% | $158+35.1% |