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 CONSULTING6 years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 27 · EIN 20-4049073 | Advisory (Plan) | $62,692 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,623 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $29,349 | $148,970-80.3% | $136,007-78.4% | $199,593-85.3% |
| Participation rate | 92.7% | 79.4%+13.3pp | 76.5%+16.2pp | 72.0%+20.7pp |
| Annual return | 22.80% | 27.07%-4.3pp | 579.32%-556.5pp | 34.25%-11.4pp |
| Employer contribution / active EE | $3,798 | $3,561+6.7% | $4,217-9.9% | $3,034+25.2% |
| Participant deferral / active EE | $6,533 | $6,140+6.4% | $7,025-7.0% | $5,087+28.4% |
| Admin fee / account holder | $39 | $144-72.7% | $6,858-99.4% | $269-85.4% |