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 5-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 |
|---|---|---|
PATHWAY BENEFIT SERVICES1 year Service code 15 · EIN 38-2696931 | Recordkeeping | $2,799 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,617 | $37,393-82.3% | $77,024-91.4% | $66,914-90.1% |
| Participation rate | 87.1% | 52.9%+34.3pp | 67.9%+19.2pp | 69.8%+17.3pp |
| Annual return | -13.45% | -3.29%-10.2pp | 42.32%-55.8pp | 1.58%-15.0pp |
| Employer contribution / active EE | $499 | $1,531-67.4% | $2,812-82.2% | $2,544-80.4% |
| Participant deferral / active EE | $3,076 | $2,617+17.5% | $4,426-30.5% | $4,237-27.4% |
| Admin fee / account holder | $16 | $567-97.2% | $5,425-99.7% | $593-97.4% |