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 |
|---|---|---|
PANAGIOTU PENSION ADVISORS, INC.3 years Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-3464664 7350 CIRQUE DR. W. STE 201 · UNIVERSITY PLACE, WA 984672241 | Contract Administrator | $5,517 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $1,725 |
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 | $51,592 | $79,523-35.1% | $140,016-63.2% | $56,287-8.3% |
| Participation rate | 70.5% | 85.7%-15.2pp | 87.5%-17.0pp | 69.9%+0.6pp |
| Annual return | 0.07% | 2.39%-2.3pp | 651.12%-651.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,289 | $3,350-31.7% | $5,606-59.2% | $2,111+8.4% |
| Participant deferral / active EE | $3,104 | $5,129-39.5% | $6,927-55.2% | $3,350-7.3% |
| Admin fee / account holder | $30 | $614-95.1% | $10,705-99.7% | $521-94.2% |