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) | $46,064 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,586 |
PENSION PLAN SPECIALISTS, PC3 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $8,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,451 | $76,670+23.2% | $96,683-2.3% | $71,457+32.2% |
| Participation rate | 99.0% | 66.6%+32.4pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 18.98% | 48.29%-29.3pp | 35.69%-16.7pp | 28.85%-9.9pp |
| Employer contribution / active EE | $6,176 | $3,031+103.7% | $3,737+65.3% | $2,588+138.7% |
| Participant deferral / active EE | $5,642 | $3,771+49.6% | $4,878+15.7% | $4,289+31.5% |
| Admin fee / account holder | $529 | $2,028-73.9% | $6,730-92.1% | $1,587-66.7% |