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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,129 |
FORUSALL, INC.1 year Filed as: FORUSALL ADVISORS LLV Service code 27 · EIN 46-1803145 | Advisory (Plan) | $9,795 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,246 | $26,479-87.7% | $74,701-95.7% | $77,787-95.8% |
| Participation rate | 72.7% | 37.6%+35.1pp | 54.5%+18.3pp | 73.2%-0.5pp |
| Annual return | 23.09% | 38.31%-15.2pp | 752.92%-729.8pp | 32.57%-9.5pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $703 | $1,074-34.6% | $1,964-64.2% | $3,967-82.3% |
| Admin fee / account holder | $33 | $119-72.1% | $3,333-99.0% | $100-66.8% |