See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST PACIFIC FINANCIAL INC6 years Service code 27 610 ESTHER ST STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $56,280 |
PENSION PLAN SPECIALISTS, PC6 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $39,741 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,640 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,865 | $92,971-58.2% | $96,683-59.8% | $74,419-47.8% |
| Participation rate | 87.5% | 71.5%+15.9pp | 74.3%+13.1pp | 70.7%+16.7pp |
| Annual return | 17.51% | 37.49%-20.0pp | 35.69%-18.2pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,973 | $3,426+16.0% | $3,737+6.3% | $2,637+50.7% |
| Participant deferral / active EE | $3,259 | $3,970-17.9% | $4,878-33.2% | $4,528-28.0% |
| Admin fee / account holder | $240 | $633-62.1% | $6,730-96.4% | $348-31.1% |