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 INC2 years Service code 27 610 ESTHER ST STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $41,621 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,827 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,363 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $5,265 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,778 | $66,601-67.3% | $92,893-76.6% | $67,579-67.8% |
| Participation rate | 81.4% | 72.5%+8.9pp | 76.0%+5.4pp | 71.3%+10.1pp |
| Annual return | 21.72% | 92.58%-70.9pp | 109.41%-87.7pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,677 | $2,775-39.6% | $3,653-54.1% | $2,148-21.9% |
| Participant deferral / active EE | $2,039 | $3,157-35.4% | $4,236-51.9% | $3,539-42.4% |
| Admin fee / account holder | $173 | $199-12.9% | $5,794-97.0% | $142+21.7% |