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 |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING2 years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 16 · EIN 20-4049073 701 5TH AVE, STE 6850 · SEATTLE, WA 98104 | Consulting | $12,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,685 | $63,114-5.4% | $92,893-35.7% | $65,185-8.4% |
| Participation rate | 55.0% | 68.8%-13.7pp | 76.0%-21.0pp | 70.2%-15.2pp |
| Annual return | 23.29% | 28.75%-5.5pp | 109.41%-86.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $322 | $2,571-87.5% | $3,653-91.2% | $2,177-85.2% |
| Participant deferral / active EE | $1,952 | $3,108-37.2% | $4,236-53.9% | $3,514-44.5% |
| Admin fee / account holder | $229 | $624-63.3% | $5,794-96.0% | $847-73.0% |