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 LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $51,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,358 | $54,350+136.2% | $82,719+55.2% | $68,494+87.4% |
| Participation rate | 71.3% | 63.9%+7.4pp | 72.6%-1.3pp | 67.9%+3.4pp |
| Annual return | -16.58% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $9,609 | $2,218+333.2% | $3,009+219.3% | $2,596+270.1% |
| Participant deferral / active EE | $8,202 | $3,246+152.7% | $4,395+86.6% | $4,027+103.7% |
| Admin fee / account holder | $681 | $4,395-84.5% | $5,329-87.2% | $5,403-87.4% |