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 |
|---|---|---|
PAI1 year Filed as: PAI TRUST Service code 19 3904 TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $6,839 |
PAI5+ years Service code 13 1300 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $6,564 |
Filed as: NYLIFE SECURITIES, LLC Service code 63 | 12b-1 Fees | $3,735 |
Filed as: NYLIFE SECURITIES,LLC Service code 27 330 W ILLINOIS ST · SPEARFISH, SD 57783 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,461 | $34,308-14.1% | $74,701-60.6% | $72,985-59.6% |
| Participation rate | 45.8% | 42.4%+3.4pp | 54.5%-8.6pp | 69.5%-23.7pp |
| Annual return | 15.04% | 26.58%-11.5pp | 752.92%-737.9pp | 81.00%-66.0pp |
| Employer contribution / active EE | $662 | $692-4.3% | $1,084-38.9% | $2,440-72.9% |
| Participant deferral / active EE | $1,334 | $1,271+4.9% | $1,964-32.1% | $3,607-63.0% |
| Admin fee / account holder | $144 | $2,124-93.2% | $3,333-95.7% | $5,124-97.2% |