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 4-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 |
|---|---|---|
FIRST PACIFIC FINANCIAL INC2+ years Filed as: FIRST PACIFIC FINANCIAL INC. Service code 27 610 ESTHER ST. STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $28,711 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,648 | $30,086+78.3% | $61,373-12.6% | $64,808-17.2% |
| Participation rate | 15.9% | 36.4%-20.5pp | 52.6%-36.7pp | 71.5%-55.6pp |
| Annual return | -15.83% | -13.99%-1.8pp | 338.61%-354.4pp | 32.82%-48.7pp |
| Employer contribution / active EE | $667 | $536+24.4% | $1,159-42.5% | $2,506-73.4% |
| Participant deferral / active EE | $989 | $1,126-12.1% | $2,125-53.4% | $4,310-77.0% |
| Admin fee / account holder | $402 | $148+171.0% | $2,130-81.1% | $188+113.8% |