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 |
|---|---|---|
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $35,541 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,622 |
CW ASSOCIATES5 years Filed as: CW ASSOCIATES CPA Service code 10 · EIN 26-1659234 | Accounting | $12,146 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $6,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,607 | $69,763+52.8% | $67,502+57.9% | $74,495+43.1% |
| Participation rate | 98.0% | 71.4%+26.7pp | 72.9%+25.2pp | 67.2%+30.8pp |
| Annual return | 10.89% | -40.34%+51.2pp | 3512.12%-3501.2pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $3,762 | $2,704+39.1% | $2,731+37.8% | $2,623+43.4% |
| Participant deferral / active EE | $4,542 | $3,636+24.9% | $4,000+13.6% | $4,346+4.5% |
| Admin fee / account holder | $193 | $896-78.5% | $3,998-95.2% | $1,942-90.1% |