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, LLC2 years Service code 13 · EIN 26-1407927 | Contract Administrator | $1,985 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,436 |
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 | $71,908 | $65,435+9.9% | $86,677-17.0% | $66,914+7.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.83% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $6,412 | $2,153+197.8% | $2,836+126.1% | $2,544+152.0% |
| Participant deferral / active EE | $4,880 | $4,100+19.0% | $4,656+4.8% | $4,237+15.2% |
| Admin fee / account holder | $27 | $642-95.8% | $7,493-99.6% | $593-95.5% |