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 INC3 years Service code 27 610 ESTHER ST STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $51,947 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,099 |
PENSION PLAN SPECIALISTS, PC3 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $10,192 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,102 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,465 | $91,517-66.7% | $101,248-69.9% | $73,409-58.5% |
| Participation rate | 87.4% | 73.8%+13.6pp | 75.8%+11.5pp | 72.2%+15.2pp |
| Annual return | 21.34% | 17.17%+4.2pp | 46.47%-25.1pp | 59.29%-38.0pp |
| Employer contribution / active EE | $3,126 | $2,877+8.7% | $3,660-14.6% | $2,234+39.9% |
| Participant deferral / active EE | $2,680 | $3,338-19.7% | $4,370-38.7% | $3,805-29.6% |
| Admin fee / account holder | $210 | $216-2.6% | $5,945-96.5% | $158+33.2% |