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 CONSULTING7 years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 27 · EIN 20-3431077 | Advisory (Plan) | $65,666 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,775 |
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).
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 | $34,329 | $130,267-73.6% | $145,661-76.4% | $102,872-66.6% |
| Participation rate | 93.6% | 83.3%+10.3pp | 77.2%+16.4pp | 73.0%+20.6pp |
| Annual return | 22.16% | 17.79%+4.4pp | 101.46%-79.3pp | 19.06%+3.1pp |
| Employer contribution / active EE | $3,987 | $4,061-1.8% | $4,238-5.9% | $3,526+13.0% |
| Participant deferral / active EE | $7,054 | $6,550+7.7% | $7,198-2.0% | $5,535+27.5% |
| Admin fee / account holder | $38 | $396-90.5% | $12,466-99.7% | $292-87.1% |