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 9-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, LLC1+ years Service code 13 231 FARMINGTON AVENUE · FARMINGTON, CT 060321915 | Contract Administrator | $1,190 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $350 |
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 | $81,157 | $80,753+0.5% | $136,294-40.5% | $62,292+30.3% |
| Participation rate | 83.5% | 73.5%+9.9pp | 81.9%+1.5pp | 69.5%+13.9pp |
| Annual return | 9.57% | 35.83%-26.3pp | 5155.94%-5146.4pp | 28.90%-19.3pp |
| Employer contribution / active EE | $4,319 | $2,884+49.8% | $4,695-8.0% | $2,042+111.5% |
| Participant deferral / active EE | $3,291 | $5,164-36.3% | $6,247-47.3% | $3,169+3.9% |
| Admin fee / account holder | $8 | $525-98.5% | $9,243-99.9% | $479-98.3% |