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 | $28,968 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $9,700 |
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $9,102 |
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 | $25,852 | $72,254-64.2% | $86,677-70.2% | $64,808-60.1% |
| Participation rate | 46.2% | 80.4%-34.2pp | 76.6%-30.4pp | 71.5%-25.3pp |
| Annual return | -17.62% | 392.42%-410.0pp | 35.91%-53.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $992 | $2,393-58.5% | $2,836-65.0% | $2,506-60.4% |
| Participant deferral / active EE | $1,573 | $4,658-66.2% | $4,656-66.2% | $4,310-63.5% |
| Admin fee / account holder | $309 | $174+77.5% | $7,493-95.9% | $188+64.3% |