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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $28,059 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $19,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,997 | $71,516-30.1% | $98,439-49.2% | $71,457-30.0% |
| Participation rate | 94.1% | 72.7%+21.4pp | 75.2%+19.0pp | 67.9%+26.2pp |
| Annual return | 37.64% | 32.41%+5.2pp | 21.16%+16.5pp | 28.85%+8.8pp |
| Employer contribution / active EE | $2,941 | $2,399+22.6% | $3,048-3.5% | $2,588+13.6% |
| Participant deferral / active EE | $5,237 | $4,109+27.5% | $4,738+10.5% | $4,289+22.1% |
| Admin fee / account holder | $203 | $1,675-87.9% | $8,948-97.7% | $1,587-87.2% |