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 7-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 |
|---|---|---|
PASQUA THOMAS1 year Service code 27 · EIN 05-4442417 | Advisory (Plan) | $51,398 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,865 | $102,553+107.6% | $151,611+40.4% | $66,914+218.1% |
| Participation rate | 79.4% | 85.5%-6.1pp | 87.5%-8.1pp | 69.8%+9.6pp |
| Annual return | -17.81% | -10.82%-7.0pp | 3.33%-21.1pp | 1.58%-19.4pp |
| Employer contribution / active EE | $20,819 | $4,180+398.0% | $6,166+237.6% | $2,544+718.3% |
| Participant deferral / active EE | $7,037 | $6,641+6.0% | $8,363-15.9% | $4,237+66.1% |
| Admin fee / account holder | $576 | $630-8.5% | $11,616-95.0% | $593-2.9% |