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 60 · EIN 04-2647786 | Sub-TA Fees | $35,896 |
FORGE FINANCIAL & MANAGEMENT CONSLT1 year Service code 10 · EIN 88-2802798 | Accounting | $19,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,305 | $30,588+8.9% | $53,898-38.2% | $85,563-61.1% |
| Participation rate | 58.9% | 26.3%+32.6pp | 55.0%+4.0pp | 66.0%-7.0pp |
| Annual return | 17.68% | 50.42%-32.7pp | 528.60%-510.9pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,113 | $436+155.4% | $932+19.5% | $2,654-58.0% |
| Participant deferral / active EE | $1,647 | $848+94.3% | $1,826-9.8% | $4,375-62.4% |
| Admin fee / account holder | $150 | $1,879-92.0% | $2,491-94.0% | $834-82.1% |