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 INC4+ years Filed as: FIRST PACIFIC FINANCIAL INC. Service code 27 610 ESTHER ST. STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $36,390 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,422 |
PENSION PLAN SPECIALISTS, PC2 years Service code 10 805 BROADWAY STE 600 · VANCOUVER, WA 98660 | Accounting | $9,137 |
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 | $66,065 | $29,548+123.6% | $56,411+17.1% | $77,643-14.9% |
| Participation rate | 15.1% | 32.7%-17.6pp | 52.5%-37.4pp | 70.6%-55.5pp |
| Annual return | 12.28% | 19.01%-6.7pp | 1701.33%-1689.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $497 | $568-12.4% | $1,039-52.1% | $2,726-81.8% |
| Participant deferral / active EE | $837 | $1,061-21.1% | $1,952-57.1% | $4,647-82.0% |
| Admin fee / account holder | $472 | $1,046-54.9% | $2,829-83.3% | $430+9.6% |