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 37 · EIN 04-2647786 | Loan Processing | $64,259 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $11,281 |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,027 | $88,890-61.7% | $102,423-66.8% | $77,643-56.2% |
| Participation rate | 50.7% | 80.9%-30.2pp | 76.5%-25.8pp | 70.6%-19.8pp |
| Annual return | 9.21% | 24.98%-15.8pp | 29.32%-20.1pp | 31.24%-22.0pp |
| Employer contribution / active EE | $1,011 | $2,698-62.5% | $3,023-66.6% | $2,726-62.9% |
| Participant deferral / active EE | $1,811 | $5,145-64.8% | $5,053-64.2% | $4,647-61.0% |
| Admin fee / account holder | $472 | $235+100.6% | $9,451-95.0% | $430+9.7% |