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 LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $49,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,176 | $58,264+150.9% | $86,612+68.8% | $71,457+104.6% |
| Participation rate | 64.1% | 65.0%-0.9pp | 71.7%-7.6pp | 67.9%-3.8pp |
| Annual return | 17.84% | 21.63%-3.8pp | 591.07%-573.2pp | 28.85%-11.0pp |
| Employer contribution / active EE | $10,195 | $2,574+296.1% | $3,022+237.3% | $2,588+294.0% |
| Participant deferral / active EE | $8,116 | $3,436+136.2% | $4,438+82.9% | $4,289+89.2% |
| Admin fee / account holder | $608 | $1,057-42.5% | $5,614-89.2% | $1,587-61.7% |