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 · EIN 26-1407927 | Contract Administrator | $5,887 |
Filed as: GREAT WEST LIFE INS. & ANNUITY CO. Service code 28 · EIN 84-0467907 | Investment Management | $1,614 |
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 | $86,403 | $39,286+119.9% | $80,716+7.0% | $79,386+8.8% |
| Participation rate | 18.8% | 41.0%-22.2pp | 54.2%-35.4pp | 70.7%-51.9pp |
| Annual return | 15.84% | 98.95%-83.1pp | 87.28%-71.4pp | 116.85%-101.0pp |
| Employer contribution / active EE | $666 | $594+12.1% | $1,160-42.6% | $2,427-72.6% |
| Participant deferral / active EE | $1,036 | $1,264-18.0% | $2,146-51.7% | $4,046-74.4% |
| Admin fee / account holder | $32 | $647-95.1% | $3,380-99.1% | $626-95.0% |