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 2FL · FARMINGTON, CT 06032 | Contract Administrator | $11,646 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,345 | $91,190+63.8% | $178,490-16.3% | $79,858+87.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.41% | 24.19%-20.8pp | 151.07%-147.7pp | 31.71%-28.3pp |
| Employer contribution / active EE | $6,532 | $3,256+100.6% | $5,011+30.4% | $2,471+164.4% |
| Participant deferral / active EE | $5,447 | $3,236+68.3% | $5,202+4.7% | $3,740+45.6% |
| Admin fee / account holder | $101 | $6,751-98.5% | $13,984-99.3% | $5,306-98.1% |