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, LLC1 year Filed as: PASI INVESTMENTS, LLC Service code 26 · EIN 37-1554711 | Advisory (Participants) | $24,531 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,098 |
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 | $28,771 | $55,453-48.1% | $170,442-83.1% | $62,292-53.8% |
| Participation rate | 82.7% | 66.4%+16.4pp | 83.6%-0.9pp | 69.5%+13.2pp |
| Annual return | 7.98% | 21.38%-13.4pp | 205.93%-197.9pp | 28.90%-20.9pp |
| Employer contribution / active EE | $789 | $2,164-63.5% | $5,433-85.5% | $2,042-61.4% |
| Participant deferral / active EE | $1,786 | $2,303-22.4% | $4,939-63.8% | $3,169-43.6% |
| Admin fee / account holder | $129 | $455-71.7% | $13,880-99.1% | $479-73.2% |