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 |
|---|---|---|
FORUSALL, INC.6 years Filed as: FORUSALL, INC Service code 13 · EIN 46-1803145 809 LAUREL STREET # 1328 · SAN CARLOS, CA 94070 | Contract Administrator | $47,572 |
AT RETIREMENT SERVICES, LLC5 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping fees; Custodial (other ... | $39,020 |
RUSSON + JOHNSTON CPAS1 year Filed as: RUSSON & JOHNSTON CPAS Service code 10 · EIN 30-0840934 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,162 | $131,799-65.7% | $200,582-77.5% | $85,563-47.2% |
| Participation rate | 58.8% | 87.9%-29.1pp | 86.9%-28.1pp | 66.0%-7.1pp |
| Annual return | 15.45% | 21.59%-6.1pp | 42.33%-26.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,280 | $4,532-71.8% | $6,419-80.1% | $2,654-51.8% |
| Participant deferral / active EE | $2,580 | $7,702-66.5% | $9,331-72.4% | $4,375-41.0% |
| Admin fee / account holder | $256 | $235+8.9% | $16,305-98.4% | $834-69.3% |