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, LLC3 years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $13,656 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,400 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,995 | $73,867+101.7% | $143,757+3.6% | $68,494+117.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.90% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $7,575 | $3,184+137.9% | $4,951+53.0% | $2,596+191.8% |
| Participant deferral / active EE | $6,571 | $3,384+94.2% | $5,637+16.6% | $4,027+63.2% |
| Admin fee / account holder | $188 | $5,755-96.7% | $14,673-98.7% | $5,403-96.5% |