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 |
|---|---|---|
Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 16 · EIN 20-4049073 701 5TH AVE, STE 6850 · SEATTLE, WA 98104 | Consulting | $14,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,367 | $55,449-14.6% | $83,848-43.5% | $56,287-15.8% |
| Participation rate | 55.4% | 68.0%-12.6pp | 76.1%-20.7pp | 69.9%-14.4pp |
| Annual return | -8.00% | -1.38%-6.6pp | 850.88%-858.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $573 | $2,430-76.4% | $3,631-84.2% | $2,111-72.9% |
| Participant deferral / active EE | $1,947 | $2,935-33.7% | $4,082-52.3% | $3,350-41.9% |
| Admin fee / account holder | $264 | $656-59.7% | $5,478-95.2% | $521-49.3% |