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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.
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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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $50,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,379 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,945 | $65,409+138.4% | $98,442+58.4% | $85,850+81.6% |
| Participation rate | 87.2% | 65.0%+22.2pp | 73.3%+13.8pp | 69.3%+17.9pp |
| Annual return | 14.50% | 21.76%-7.3pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $12,795 | $2,168+490.3% | $2,960+332.3% | $2,565+398.8% |
| Participant deferral / active EE | $9,824 | $3,166+210.3% | $4,276+129.7% | $3,952+148.6% |
| Admin fee / account holder | $640 | $4,593-86.1% | $5,949-89.2% | $6,260-89.8% |