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 |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING2 years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 27 · EIN 20-4049073 | Advisory (Plan) | $53,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,975 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,853 | $82,093-72.2% | $379,746-94.0% | $73,409-68.9% |
| Participation rate | 85.6% | 76.8%+8.8pp | 78.4%+7.1pp | 72.2%+13.4pp |
| Annual return | 23.74% | 18.89%+4.9pp | 34.90%-11.2pp | 59.29%-35.5pp |
| Employer contribution / active EE | $1,754 | $2,847-38.4% | $3,540-50.5% | $2,234-21.5% |
| Participant deferral / active EE | $5,878 | $4,697+25.1% | $6,024-2.4% | $3,805+54.5% |
| Admin fee / account holder | $50 | $128-61.0% | $7,927-99.4% | $158-68.4% |