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 |
|---|---|---|
PACIFICA CAPITAL4+ years Service code 21 · EIN 84-1452736 | Bank Trustee | $27,543 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $360,335-100.0% | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | - |
| Annual return | -3.29% | 25.06%-28.3pp | -102.03%+98.7pp | - |
| Employer contribution / active EE | $2,624 | $22,783-88.5% | $36,229-92.8% | - |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $12,721-100.0% | - |