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 LLC5 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $151,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,987 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,600 |
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 | $342,716 | $100,923+239.6% | $150,045+128.4% | $74,304+361.2% |
| Participation rate | 93.7% | 70.1%+23.6pp | 82.3%+11.3pp | 60.3%+33.3pp |
| Annual return | 18.76% | 51.77%-33.0pp | 62.55%-43.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $35,694 | $3,463+930.6% | $4,693+660.6% | $2,241+1492.6% |
| Participant deferral / active EE | $7,392 | $6,709+10.2% | $7,997-7.6% | $3,767+96.2% |
| Admin fee / account holder | $1,093 | $2,767-60.5% | $13,435-91.9% | $2,969-63.2% |