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 |
|---|---|---|
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 27 1 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $62,956 |
SECURITY FINANCIAL RESOURCES3+ years Service code 15 · EIN 48-1236469 | Recordkeeping | $53,176 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,937 | $45,324+14.6% | $122,332-57.5% | $69,631-25.4% |
| Participation rate | 50.2% | 59.9%-9.7pp | 71.6%-21.4pp | 70.7%-20.5pp |
| Annual return | 17.51% | 25.35%-7.8pp | 30.27%-12.8pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,904 | $1,230+54.8% | $4,050-53.0% | $2,032-6.3% |
| Participant deferral / active EE | $3,485 | $2,367+47.2% | $3,287+6.0% | $3,224+8.1% |
| Admin fee / account holder | $302 | $87+247.6% | $5,478-94.5% | $110+173.8% |