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 THOMAS3 years Service code 27 · EIN 05-4442417 | Advisory (Plan) | $68,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,919 | $122,239+123.3% | $184,203+48.2% | $74,495+266.4% |
| Participation rate | 88.4% | 85.5%+2.9pp | 86.8%+1.6pp | 67.2%+21.2pp |
| Annual return | 13.72% | 19.95%-6.2pp | 28.81%-15.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $25,379 | $4,537+459.3% | $6,427+294.9% | $2,623+867.5% |
| Participant deferral / active EE | $9,986 | $7,139+39.9% | $9,131+9.4% | $4,346+129.8% |
| Admin fee / account holder | $604 | $1,260-52.0% | $13,901-95.7% | $1,942-68.9% |