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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $36,965 |
ASCENSUS LLC1 year Filed as: FORUS ADVISORS LLC Service code 99 · EIN 46-1803145 | Other Fees | $33,355 |
PENSION ASSURANCE LLP2 years Service code 99 · EIN 30-0840934 | Other Fees | $9,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,146 | $63,442-2.0% | $68,791-9.7% | $66,914-7.1% |
| Participation rate | 55.6% | 60.0%-4.4pp | 69.0%-13.5pp | 69.8%-14.2pp |
| Annual return | -15.05% | -8.29%-6.8pp | -6.38%-8.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,503 | $2,945+19.0% | $3,941-11.1% | $4,237-17.3% |
| Admin fee / account holder | $262 | $577-54.7% | $4,932-94.7% | $593-55.9% |