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 |
|---|---|---|
PASI, LLC8+ years Filed as: PASI INVESTMENTS, LLC Service code 27 · EIN 37-1554711 | Advisory (Plan) | $25,363 |
PASI, LLC8+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $765 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,452 | $82,664+26.4% | $125,339-16.7% | $68,494+52.5% |
| Participation rate | 62.8% | 75.0%-12.3pp | 82.4%-19.6pp | 67.9%-5.1pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,649 | $3,381-51.2% | $4,814-65.7% | $2,596-36.5% |
| Participant deferral / active EE | $6,888 | $6,110+12.7% | $7,446-7.5% | $4,027+71.0% |
| Admin fee / account holder | $531 | $6,275-91.5% | $10,010-94.7% | $5,403-90.2% |