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 · EIN 26-1407927 | Contract Administrator | $4,186 |
Filed as: GREAT WEST LIFE INS. & ANNUITY CO. Service code 28 · EIN 84-0467907 | Investment Management | $800 |
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 | $67,563 | $25,302+167.0% | $74,701-9.6% | $67,5790% |
| Participation rate | 16.2% | 37.8%-21.7pp | 54.5%-38.3pp | 71.3%-55.1pp |
| Annual return | 19.42% | 10291.17%-10271.7pp | 752.92%-733.5pp | 378.56%-359.1pp |
| Employer contribution / active EE | $529 | $446+18.5% | $1,084-51.2% | $2,148-75.4% |
| Participant deferral / active EE | $862 | $954-9.6% | $1,964-56.1% | $3,539-75.6% |
| Admin fee / account holder | $20 | $108-81.3% | $3,333-99.4% | $142-85.9% |