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 LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 809 LAUREL ST. #1328 · SAN CARLOS, CA 94070 | Advisory (Plan) | $98,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,732 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,405 |
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 | $258,108 | $91,407+182.4% | $135,903+89.9% | $71,457+261.2% |
| Participation rate | 81.3% | 75.7%+5.6pp | 81.9%-0.6pp | 67.9%+13.4pp |
| Annual return | 19.08% | 29.90%-10.8pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $28,890 | $3,703+680.1% | $4,856+494.9% | $2,588+1016.5% |
| Participant deferral / active EE | $6,449 | $7,092-9.1% | $7,758-16.9% | $4,289+50.4% |
| Admin fee / account holder | $940 | $1,266-25.8% | $10,762-91.3% | $1,587-40.8% |