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 | $4,500 |
Filed as: GREAT WEST LIFE INS. & ANNUITY CO. Service code 28 · EIN 84-0467907 | Investment Management | $1,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,929 | $35,986+113.8% | $77,482-0.7% | $73,488+4.7% |
| Participation rate | 18.4% | 40.8%-22.5pp | 54.2%-35.8pp | 70.7%-52.3pp |
| Annual return | 13.95% | 19.26%-5.3pp | 54.79%-40.8pp | 28.51%-14.6pp |
| Employer contribution / active EE | $602 | $557+8.0% | $986-39.0% | $2,270-73.5% |
| Participant deferral / active EE | $994 | $1,198-17.0% | $1,861-46.6% | $3,740-73.4% |
| Admin fee / account holder | $22 | $466-95.2% | $2,858-99.2% | $513-95.6% |