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.
| Provider | Service type | Compensation |
|---|---|---|
FORUS INC DBA FORUSALL1+ years Filed as: FORUS 401(K) Service code 13 · EIN 46-1803145 809 LAUREL STREET · SAN CARLOS, CA 94070 | Contract Administrator | $16,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,138 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,244 | $65,390-36.9% | $169,368-75.6% | $71,457-42.3% |
| Participation rate | 92.7% | 67.0%+25.8pp | 77.1%+15.6pp | 67.9%+24.8pp |
| Annual return | 0.00% | 21.31%-21.3pp | 405.60%-405.6pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,460 | $4,367+2.1% | $6,221-28.3% | $4,289+4.0% |
| Admin fee / account holder | $15 | $1,324-98.8% | $9,003-99.8% | $1,587-99.0% |