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 LLC2 years Filed as: FORUSALL ADVISORS Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $37,049 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,956 | $78,485-31.3% | $106,213-49.2% | $74,495-27.6% |
| Participation rate | 97.0% | 72.8%+24.2pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 13.64% | 15.95%-2.3pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,210 | $2,523+27.2% | $3,171+1.2% | $2,623+22.4% |
| Participant deferral / active EE | $5,356 | $4,322+23.9% | $5,016+6.8% | $4,346+23.3% |
| Admin fee / account holder | $309 | $2,232-86.2% | $11,033-97.2% | $1,942-84.1% |