See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $7,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,558 | $55,636-61.3% | $81,983-73.7% | $73,488-70.7% |
| Participation rate | 48.3% | 62.3%-14.0pp | 69.2%-20.9pp | 70.7%-22.4pp |
| Annual return | 17.04% | 19.07%-2.0pp | 41.31%-24.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,992 | $2,762-27.9% | $3,722-46.5% | $3,740-46.7% |
| Admin fee / account holder | $105 | $493-78.8% | $5,664-98.2% | $513-79.6% |