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 CONSULTING5 years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 16 · EIN 20-4049073 701 5TH AVE, STE 6850 · SEATTLE, WA 98104 | Consulting | $14,116 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,845 | $64,119+4.3% | $112,228-40.4% | $66,914-0.1% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.1%-32.2pp | 69.8%-26.9pp |
| Annual return | -16.66% | -13.81%-2.9pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $671 | $3,005-77.7% | $3,635-81.6% | $2,544-73.6% |
| Participant deferral / active EE | $2,525 | $3,693-31.6% | $4,728-46.6% | $4,237-40.4% |
| Admin fee / account holder | $330 | $625-47.3% | $6,410-94.9% | $593-44.4% |