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, LLC2+ years Service code 13 · EIN 26-1407927 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Contract Administrator | $2,035 |
FIORITA KORNHAAS & COMPANY1+ years Filed as: FIORITA, KORNHAAS & COMPANY,P.C. Service code 10 146 DEER HILL AVE · DANBURY, CT 06810 | Accounting | $750 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,620 | $42,546-37.4% | $71,796-62.9% | $55,167-51.7% |
| Participation rate | 34.6% | 59.1%-24.5pp | 69.1%-34.5pp | 69.0%-34.4pp |
| Annual return | 7.77% | 12.36%-4.6pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $117 | $803-85.4% | $1,924-93.9% | $1,963-94.0% |
| Participant deferral / active EE | $926 | $2,064-55.2% | $2,794-66.9% | $3,054-69.7% |
| Admin fee / account holder | $20 | $650-96.9% | $4,815-99.6% | $504-96.0% |