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+ years Service code 13 231 FARMINGTON AVE. · FARMINGTON, CT 06032 | Contract Administrator | $4,625 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,714 |
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 | $32,876 | $57,108-42.4% | $94,224-65.1% | $52,331-37.2% |
| Participation rate | 82.7% | 72.9%+9.8pp | 78.8%+4.0pp | 68.1%+14.6pp |
| Annual return | 4.51% | 1.47%+3.0pp | 10.68%-6.2pp | 4.54%0pp |
| Employer contribution / active EE | $523 | $1,735-69.8% | $3,587-85.4% | $1,882-72.2% |
| Participant deferral / active EE | $2,959 | $3,040-2.7% | $4,320-31.5% | $3,022-2.1% |
| Admin fee / account holder | $30 | $546-94.5% | $6,269-99.5% | $592-94.9% |