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, LLC9 years Filed as: PASI INVESTMENTS, LLC Service code 27 · EIN 37-1554711 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Advisory (Plan) | $28,204 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,029 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $11,200 |
PASI, LLC10+ years Service code 13 | Contract Administrator | $4,926 |
PASI, LLC2 years Filed as: PASI LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $3,250 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,592 | $49,915+15.4% | $154,803-62.8% | $74,304-22.5% |
| Participation rate | 53.6% | 54.0%-0.3pp | 78.1%-24.5pp | 60.3%-6.7pp |
| Annual return | 9.93% | 34.06%-24.1pp | 58.88%-49.0pp | 29.43%-19.5pp |
| Employer contribution / active EE | $868 | $1,611-46.1% | $4,305-79.8% | $2,241-61.3% |
| Participant deferral / active EE | $2,704 | $2,255+19.9% | $5,540-51.2% | $3,767-28.2% |
| Admin fee / account holder | $380 | $2,189-82.6% | $14,329-97.3% | $2,969-87.2% |