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 |
|---|---|---|
FORUS INC DBA FORUSALL1 year Filed as: FORUS Service code 99 · EIN 46-1803145 | Other Fees | $20,588 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $11,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,486 | $81,474-55.2% | $133,956-72.8% | $73,488-50.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 11.91% | 19.40%-7.5pp | 45.09%-33.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $832 | $2,209-62.4% | $3,919-78.8% | $2,270-63.4% |
| Participant deferral / active EE | $2,704 | $3,786-28.6% | $5,048-46.4% | $3,740-27.7% |
| Admin fee / account holder | $137 | $713-80.8% | $8,927-98.5% | $513-73.3% |