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 6-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 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $9,375 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $3,895 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,489 | $40,522-29.7% | $84,611-66.3% | $67,579-57.8% |
| Participation rate | 53.6% | 51.1%+2.5pp | 68.2%-14.6pp | 71.3%-17.6pp |
| Annual return | 31.07% | 32.72%-1.7pp | 258.74%-227.7pp | 378.56%-347.5pp |
| Employer contribution / active EE | $436 | $1,146-61.9% | $2,652-83.5% | $2,148-79.7% |
| Participant deferral / active EE | $1,788 | $2,132-16.1% | $3,899-54.1% | $3,539-49.5% |
| Admin fee / account holder | $37 | $145-74.7% | $4,912-99.3% | $142-74.2% |