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 |
|---|---|---|
Filed as: FORTEM FINANCIAL, LLC Service code 13 · EIN 81-3326710 44801 VILLAGE COURT · PALM DESERT, CA 92260 | Contract Administrator | $4,796 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,298 | $58,726-12.6% | $92,233-44.4% | $62,292-17.6% |
| Participation rate | 23.4% | 68.3%-44.9pp | 76.5%-53.0pp | 69.5%-46.1pp |
| Annual return | 18.66% | 43.62%-25.0pp | 176.28%-157.6pp | 28.90%-10.2pp |
| Employer contribution / active EE | $573 | $2,392-76.0% | $3,679-84.4% | $2,042-71.9% |
| Participant deferral / active EE | $1,103 | $2,766-60.1% | $3,897-71.7% | $3,169-65.2% |
| Admin fee / account holder | $312 | $556-43.9% | $5,194-94.0% | $479-34.9% |