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 Service code 27 · EIN 81-3326710 44801 VILLAGE COURT · PALM DESERT, CA 92260 | Advisory (Plan) | $8,005 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $451 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,826 | $55,449-42.6% | $83,848-62.0% | $56,287-43.5% |
| Participation rate | 38.9% | 68.0%-29.1pp | 76.1%-37.3pp | 69.9%-31.0pp |
| Annual return | -5.83% | -1.38%-4.5pp | 850.88%-856.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $818 | $2,430-66.3% | $3,631-77.5% | $2,111-61.2% |
| Participant deferral / active EE | $1,336 | $2,935-54.5% | $4,082-67.3% | $3,350-60.1% |
| Admin fee / account holder | $382 | $656-41.8% | $5,478-93.0% | $521-26.7% |