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 LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $104,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,042 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $250,744 | $82,664+203.3% | $125,339+100.1% | $68,494+266.1% |
| Participation rate | 96.9% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -18.59% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $35,584 | $3,381+952.4% | $4,814+639.2% | $2,596+1270.6% |
| Participant deferral / active EE | $8,303 | $6,110+35.9% | $7,446+11.5% | $4,027+106.2% |
| Admin fee / account holder | $1,250 | $6,275-80.1% | $10,010-87.5% | $5,403-76.9% |