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, LLC7 years Filed as: PASI INVESTMENTS, LLC Service code 27 · EIN 37-1554711 | Advisory (Plan) | $33,994 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,013 |
PASI, LLC8+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $12,683 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,582 | $47,126+5.2% | $149,673-66.9% | $74,419-33.4% |
| Participation rate | 40.7% | 63.4%-22.7pp | 78.8%-38.1pp | 70.7%-30.1pp |
| Annual return | 9.89% | 22.75%-12.9pp | 134.42%-124.5pp | 34.38%-24.5pp |
| Employer contribution / active EE | $631 | $1,905-66.9% | $4,818-86.9% | $2,637-76.1% |
| Participant deferral / active EE | $2,070 | $2,728-24.1% | $5,680-63.6% | $4,528-54.3% |
| Admin fee / account holder | $305 | $343-10.9% | $13,210-97.7% | $348-12.2% |