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 CAPITAL10+ years Filed as: FORTE CAPITAL, LLC Service code 27 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $76,894 |
Filed as: PCS CAPITAL LLC Service code 13 · EIN 46-4091337 | Contract Administrator | $59,599 |
LUMSDEN & MCCORMICK LLP3 years Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,418 | $96,484+124.3% | $156,263+38.5% | $74,304+191.3% |
| Participation rate | 0.0% | 67.7%-67.7pp | 78.9%-78.9pp | 60.3%-60.3pp |
| Annual return | 10.13% | 17.73%-7.6pp | 59.47%-49.3pp | 29.43%-19.3pp |
| Employer contribution / active EE | $11,651 | $2,528+360.8% | $4,333+168.9% | $2,241+419.8% |
| Participant deferral / active EE | $2,053 | $4,286-52.1% | $6,158-66.7% | $3,767-45.5% |
| Admin fee / account holder | $723 | $3,728-80.6% | $14,255-94.9% | $2,969-75.7% |