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 |
|---|---|---|
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06302 | Contract Administrator | $6,129 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,777 | $50,815-27.6% | $155,509-76.4% | $77,643-52.6% |
| Participation rate | 50.5% | 63.1%-12.6pp | 78.2%-27.7pp | 70.6%-20.1pp |
| Annual return | 12.88% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,702 | $2,822-4.3% | $5,626-52.0% | $4,647-41.9% |
| Admin fee / account holder | $28 | $437-93.5% | $15,912-99.8% | $430-93.5% |