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 Filed as: PASI Service code 13 · EIN 26-1407927 | Contract Administrator | $8,563 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,758 |
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 | $35,080 | $54,573-35.7% | $90,951-61.4% | $73,488-52.3% |
| Participation rate | 60.3% | 61.2%-0.9pp | 69.0%-8.7pp | 70.7%-10.4pp |
| Annual return | 14.05% | 16.69%-2.6pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,649 | $2,517-34.5% | $3,373-51.1% | $3,740-55.9% |
| Admin fee / account holder | $93 | $521-82.2% | $5,959-98.4% | $513-81.9% |