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 LLC4 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $60,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,911 |
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 | $147,597 | $60,323+144.7% | $81,812+80.4% | $74,495+98.1% |
| Participation rate | 48.2% | 62.9%-14.6pp | 72.3%-24.1pp | 67.2%-19.0pp |
| Annual return | 13.29% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $7,163 | $2,620+173.4% | $2,912+146.0% | $2,623+173.1% |
| Participant deferral / active EE | $5,504 | $3,387+62.5% | $4,319+27.5% | $4,346+26.7% |
| Admin fee / account holder | $707 | $1,486-52.4% | $7,386-90.4% | $1,942-63.6% |