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 |
|---|---|---|
FORTE CAPITAL2 years Filed as: FORTE CAPITAL LLC Service code 27 · EIN 16-1507924 | Advisory (Plan) | $39,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,546 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,836 | $73,638+20.6% | $95,952-7.4% | $73,488+20.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.53% | 16.78%-5.2pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $5,844 | $1,863+213.7% | $2,541+130.0% | $2,270+157.4% |
| Participant deferral / active EE | $5,756 | $3,617+59.2% | $4,167+38.1% | $3,740+53.9% |
| Admin fee / account holder | $150 | $482-68.9% | $6,795-97.8% | $513-70.8% |