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, LLC1 year Filed as: PASI LLC Service code 40 · EIN 26-1407927 | Other fees; Other services; Foreign e... | $6,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,061 | $101,317+31.3% | $146,958-9.5% | $74,495+78.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.63% | 8730.91%-8715.3pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $8,345 | $3,810+119.0% | $4,933+69.2% | $2,623+218.2% |
| Participant deferral / active EE | $8,699 | $7,303+19.1% | $8,070+7.8% | $4,346+100.2% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |