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 CONSULTING5 years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 27 · EIN 20-4049073 | Advisory (Plan) | $59,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,675 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,016 | $136,853-81.7% | $130,231-80.8% | $80,160-68.8% |
| Participation rate | 89.3% | 81.6%+7.7pp | 76.3%+13.0pp | 72.9%+16.4pp |
| Annual return | 28.03% | 22.66%+5.4pp | 38.77%-10.7pp | 40.38%-12.4pp |
| Employer contribution / active EE | $3,239 | $3,395-4.6% | $4,126-21.5% | $2,978+8.8% |
| Participant deferral / active EE | $5,498 | $5,856-6.1% | $6,799-19.1% | $5,017+9.6% |
| Admin fee / account holder | $41 | $184-77.9% | $6,020-99.3% | $145-71.9% |