See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC2 years Service code 49 | Other Services | $3,837 |
PASI, LLC7 years Filed as: PASI Service code 49 · EIN 26-1407927 | Other Services | $1,881 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,475 | $102,553-53.7% | $151,611-68.7% | $66,914-29.1% |
| Participation rate | 70.3% | 85.5%-15.2pp | 87.5%-17.2pp | 69.8%+0.5pp |
| Annual return | -15.52% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,014 | $4,180-51.8% | $6,166-67.3% | $2,544-20.9% |
| Participant deferral / active EE | $6,021 | $6,641-9.3% | $8,363-28.0% | $4,237+42.1% |
| Admin fee / account holder | $87 | $630-86.1% | $11,616-99.2% | $593-85.3% |