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 INC5 years Service code 27 610 ESTHER ST STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $59,259 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,694 |
PENSION PLAN SPECIALISTS, PC5 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $18,330 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,852 | $106,236-69.1% | $112,228-70.7% | $64,808-49.3% |
| Participation rate | 85.4% | 71.7%+13.7pp | 75.1%+10.3pp | 71.5%+13.9pp |
| Annual return | -16.48% | -6.02%-10.5pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,124 | $3,166-1.3% | $3,635-14.0% | $2,506+24.7% |
| Participant deferral / active EE | $2,900 | $3,785-23.4% | $4,728-38.7% | $4,310-32.7% |
| Admin fee / account holder | $245 | $452-45.8% | $6,410-96.2% | $188+30.4% |