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 6-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 W TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $7,239 |
PAI1 year Service code 64 | Recordkeeping Fees | $3,867 |
ASCENSUS LLC1 year Service code 64 | Recordkeeping Fees | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,662 | $30,086-44.6% | $61,373-72.9% | $64,808-74.3% |
| Participation rate | 41.1% | 36.4%+4.7pp | 52.6%-11.5pp | 71.5%-30.4pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $623 | $536+16.2% | $1,159-46.3% | $2,506-75.1% |
| Participant deferral / active EE | $1,012 | $1,126-10.1% | $2,125-52.4% | $4,310-76.5% |
| Admin fee / account holder | $49 | $148-67.0% | $2,130-97.7% | $188-74.0% |