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 · FARMINGTON, CT 06032 | Contract Administrator | $6,618 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,263 | $89,465+21.0% | $164,866-34.3% | $77,671+39.4% |
| Participation rate | 41.9% | 78.6%-36.7pp | 78.6%-36.7pp | 70.6%-28.7pp |
| Annual return | 15.79% | 28.81%-13.0pp | 69.97%-54.2pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,171 | $2,568-54.4% | $4,343-73.0% | $2,726-57.0% |
| Participant deferral / active EE | $3,332 | $4,897-32.0% | $6,033-44.8% | $4,648-28.3% |
| Admin fee / account holder | $35 | $340-89.7% | $12,689-99.7% | $430-91.8% |