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 Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $21,480 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,382 | $91,407-47.1% | $135,903-64.4% | $71,457-32.3% |
| Participation rate | 64.8% | 75.7%-10.9pp | 81.9%-17.1pp | 67.9%-3.2pp |
| Annual return | 22.78% | 29.90%-7.1pp | 68.23%-45.4pp | 28.85%-6.1pp |
| Employer contribution / active EE | $3,800 | $3,703+2.6% | $4,856-21.7% | $2,588+46.9% |
| Participant deferral / active EE | $9,509 | $7,092+34.1% | $7,758+22.6% | $4,289+121.7% |
| Admin fee / account holder | $168 | $1,266-86.7% | $10,762-98.4% | $1,587-89.4% |