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 INC7 years Service code 27 610 ESTHER ST STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $74,212 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,320 |
PENSION PLAN SPECIALISTS, PC7 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $31,448 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,138 | $82,917-44.4% | $103,333-55.4% | $77,643-40.6% |
| Participation rate | 86.2% | 71.6%+14.6pp | 74.5%+11.7pp | 70.6%+15.6pp |
| Annual return | 14.82% | 19.13%-4.3pp | 24.88%-10.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,990 | $3,552+12.3% | $3,868+3.1% | $2,726+46.4% |
| Participant deferral / active EE | $3,357 | $4,108-18.3% | $5,057-33.6% | $4,647-27.8% |
| Admin fee / account holder | $281 | $638-56.0% | $8,355-96.6% | $430-34.8% |