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 |
|---|---|---|
FORTE CAPITAL1 year Filed as: FORTE CAPITAL LLC Service code 26 95 ALLENS CREEK RD · ROCHESTER, NY 14618 | Advisory (Participants) | $7,277 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,589 | $89,652+126.0% | $141,162+43.5% | $65,185+210.8% |
| Participation rate | 84.2% | 74.7%+9.5pp | 82.5%+1.7pp | 70.2%+14.0pp |
| Annual return | 18.95% | 32.79%-13.8pp | 71.39%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $5,365 | $3,065+75.1% | $4,735+13.3% | $2,177+146.5% |
| Participant deferral / active EE | $4,163 | $5,691-26.9% | $6,709-38.0% | $3,514+18.5% |
| Admin fee / account holder | $101 | $569-82.2% | $10,261-99.0% | $847-88.1% |