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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $94,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,624 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,769 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,368 | $105,181+190.3% | $159,436+91.5% | $85,850+255.7% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 30.31% | 45.07%-14.8pp | 263.57%-233.3pp | 318.53%-288.2pp |
| Employer contribution / active EE | $37,614 | $3,318+1033.6% | $4,829+678.9% | $2,565+1366.4% |
| Participant deferral / active EE | $9,189 | $5,945+54.6% | $7,352+25.0% | $3,952+132.5% |
| Admin fee / account holder | $1,486 | $6,933-78.6% | $10,799-86.2% | $6,260-76.3% |