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 13 231 FARMINGTON AVE. · FARMINGTON, CT 06032 | Contract Administrator | $11,395 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,614 |
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 | $35,401 | $71,192-50.3% | $117,854-70.0% | $62,292-43.2% |
| Participation rate | 89.0% | 74.2%+14.8pp | 79.7%+9.4pp | 69.5%+19.5pp |
| Annual return | 14.41% | 18.66%-4.2pp | 335.08%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $590 | $1,934-69.5% | $3,786-84.4% | $2,042-71.1% |
| Participant deferral / active EE | $3,528 | $3,189+10.6% | $4,482-21.3% | $3,169+11.3% |
| Admin fee / account holder | $53 | $587-91.0% | $8,020-99.3% | $479-89.0% |