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 |
|---|---|---|
FIRST PACIFIC FINANCIAL INC8 years Service code 27 610 ESTHER ST STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $106,821 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $84,473 |
PENSION PLAN SPECIALISTS, PC10+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $52,905 |
BARRETT & COMPANY3 years Filed as: BARRET & COMPANY Service code 10 · EIN 91-2099351 | Accounting | $37,700 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,561 |
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 | $59,688 | $82,972-28.1% | $103,374-42.3% | $77,671-23.2% |
| Participation rate | 90.5% | 71.5%+19.0pp | 74.5%+16.0pp | 70.6%+19.9pp |
| Annual return | 14.74% | 19.14%-4.4pp | 24.89%-10.1pp | 31.21%-16.5pp |
| Employer contribution / active EE | $5,951 | $3,554+67.5% | $3,869+53.8% | $2,726+118.3% |
| Participant deferral / active EE | $4,075 | $4,108-0.8% | $5,058-19.4% | $4,648-12.3% |
| Admin fee / account holder | $321 | $639-49.8% | $8,394-96.2% | $430-25.5% |