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 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Advisory (Plan) | $33,923 |
MARCUM LLP6 years Service code 10 155 S MIAN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $13,178 |
PASI, LLC9+ years Service code 13 | Contract Administrator | $8,480 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,360 |
PASI, LLC1 year Filed as: PASI LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $5,145 |
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 | $52,854 | $50,815+4.0% | $155,509-66.0% | $77,643-31.9% |
| Participation rate | 37.0% | 63.1%-26.1pp | 78.2%-41.2pp | 70.6%-33.6pp |
| Annual return | 17.38% | 34.80%-17.4pp | 64.67%-47.3pp | 31.24%-13.9pp |
| Employer contribution / active EE | $580 | $1,993-70.9% | $4,672-87.6% | $2,726-78.7% |
| Participant deferral / active EE | $1,736 | $2,822-38.5% | $5,626-69.2% | $4,647-62.7% |
| Admin fee / account holder | $349 | $437-20.1% | $15,912-97.8% | $430-19.0% |