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 |
|---|---|---|
PAI-PENSION SERVICES, INC.3+ years Service code 15 · EIN 59-1369891 | Recordkeeping | $4,887 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,130 | $46,297-19.8% | $71,671-48.2% | $62,292-40.4% |
| Participation rate | 36.0% | 60.6%-24.6pp | 68.7%-32.7pp | 69.5%-33.5pp |
| Annual return | 19.37% | 22.32%-3.0pp | 20.65%-1.3pp | 28.90%-9.5pp |
| Employer contribution / active EE | $589 | $1,412-58.3% | $2,460-76.1% | $2,042-71.2% |
| Participant deferral / active EE | $1,338 | $2,235-40.2% | $3,438-61.1% | $3,169-57.8% |
| Admin fee / account holder | $69 | $461-85.1% | $5,558-98.8% | $479-85.6% |