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 |
|---|---|---|
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-3464664 7350 CIRQUE DR. W. STE 201 · UNIVERSITY PLACE, WA 984672241 | Contract Administrator | $4,500 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $51,710 | $89,739-42.4% | $149,718-65.5% | $62,292-17.0% |
| Participation rate | 65.9% | 85.1%-19.2pp | 87.1%-21.2pp | 69.5%-3.6pp |
| Annual return | 19.70% | 21.01%-1.3pp | 1501.63%-1481.9pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,884 | $3,233-41.7% | $5,445-65.4% | $2,042-7.8% |
| Participant deferral / active EE | $2,334 | $4,797-51.3% | $6,569-64.5% | $3,169-26.3% |
| Admin fee / account holder | $24 | $551-95.6% | $11,283-99.8% | $479-94.9% |