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, LLC4 years Filed as: PASI INVESTMENTS, LLC Service code 27 · EIN 37-1554711 | Advisory (Plan) | $31,863 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,535 |
PASI, LLC5+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $9,075 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $6,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,148 | $58,879-36.9% | $178,490-79.2% | $73,488-49.5% |
| Participation rate | 82.1% | 66.2%+15.9pp | 81.9%+0.2pp | 70.7%+11.5pp |
| Annual return | 7.02% | 24.86%-17.8pp | 151.07%-144.1pp | 28.51%-21.5pp |
| Employer contribution / active EE | $987 | $2,236-55.8% | $5,011-80.3% | $2,270-56.5% |
| Participant deferral / active EE | $2,660 | $2,567+3.6% | $5,202-48.9% | $3,740-28.9% |
| Admin fee / account holder | $236 | $400-41.0% | $13,984-98.3% | $513-54.0% |