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 INC3+ years Filed as: FIRST PACIFIC FINANCIAL INC. Service code 27 610 ESTHER ST. STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $29,120 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,421 |
Service code 10 805 BROADWAY STE 600 · VANCOUVER, WA 98660 | Accounting | $5,486 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,534 | $26,114+154.8% | $58,482+13.8% | $74,419-10.6% |
| Participation rate | 12.1% | 32.1%-20.1pp | 50.9%-38.8pp | 70.7%-58.7pp |
| Annual return | 17.76% | 32.51%-14.8pp | 4239.32%-4221.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $432 | $536-19.4% | $1,053-59.0% | $2,637-83.6% |
| Participant deferral / active EE | $773 | $1,075-28.1% | $1,924-59.8% | $4,528-82.9% |
| Admin fee / account holder | $405 | $649-37.7% | $2,516-83.9% | $348+16.3% |