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 LLC4 years Filed as: FORUSALL ADVISORS Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $29,022 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,760 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,182 | $102,317-40.2% | $146,958-58.4% | $80,856-24.3% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.2%-22.8pp | 67.6%-8.3pp |
| Annual return | 18.70% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,743 | $3,713+0.8% | $4,933-24.1% | $2,755+35.9% |
| Participant deferral / active EE | $8,719 | $6,644+31.2% | $8,070+8.0% | $4,296+103.0% |
| Admin fee / account holder | $245 | $7,941-96.9% | $12,998-98.1% | $6,918-96.5% |