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 8-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 |
|---|---|---|
FORUSALL, INC.4 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $15,868 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 5126 CLARETON DRIVE SUITE 110 · AGOURA HILLS, CA 91301 | Accounting | $10,000 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Direct payment from the plan; Recordk... | $7,423 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,282 | $109,881-37.9% | $150,045-54.5% | $84,808-19.5% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 96.05% | 28.25%+67.8pp | 62.55%+33.5pp | 40.90%+55.2pp |
| Employer contribution / active EE | $4,044 | $3,561+13.6% | $4,693-13.8% | $2,631+53.7% |
| Participant deferral / active EE | $10,135 | $6,636+52.7% | $7,997+26.7% | $4,212+140.6% |
| Admin fee / account holder | $354 | $8,568-95.9% | $13,435-97.4% | $7,344-95.2% |