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 CONSULTING3 years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 16 · EIN 20-4049073 701 5TH AVE, STE 6850 · SEATTLE, WA 98104 | Consulting | $13,221 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,427 | $69,362+4.4% | $101,248-28.5% | $73,488-1.4% |
| Participation rate | 47.6% | 68.4%-20.8pp | 75.8%-28.2pp | 70.7%-23.1pp |
| Annual return | 18.13% | 18.46%-0.3pp | 46.47%-28.3pp | 28.51%-10.4pp |
| Employer contribution / active EE | $467 | $2,628-82.2% | $3,660-87.2% | $2,270-79.4% |
| Participant deferral / active EE | $2,116 | $3,300-35.9% | $4,370-51.6% | $3,740-43.4% |
| Admin fee / account holder | $261 | $704-62.9% | $5,945-95.6% | $513-49.1% |