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, LLC6 years Filed as: PASI INVESTMENTS, LLC Service code 27 · EIN 37-1554711 | Advisory (Plan) | $34,744 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,825 |
PASI, LLC7+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $12,140 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,199 | $46,292-8.8% | $143,757-70.6% | $64,808-34.9% |
| Participation rate | 52.6% | 64.2%-11.6pp | 80.3%-27.7pp | 71.5%-18.8pp |
| Annual return | -14.18% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $744 | $1,910-61.1% | $4,951-85.0% | $2,506-70.3% |
| Participant deferral / active EE | $2,062 | $2,646-22.1% | $5,637-63.4% | $4,310-52.2% |
| Admin fee / account holder | $303 | $154+97.3% | $14,673-97.9% | $188+61.5% |