See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FORESIGHT WEALTH MANAGEMENT5 years Service code 15 · EIN 27-2830751 | Recordkeeping | $21,863 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,435 | $82,202-71.5% | $125,339-81.3% | $64,808-63.8% |
| Participation rate | 54.1% | 77.9%-23.8pp | 82.4%-28.3pp | 71.5%-17.4pp |
| Annual return | -12.14% | 3.48%-15.6pp | 572.05%-584.2pp | 32.82%-45.0pp |
| Employer contribution / active EE | $1,397 | $3,615-61.4% | $4,814-71.0% | $2,506-44.3% |
| Participant deferral / active EE | $4,920 | $7,175-31.4% | $7,446-33.9% | $4,310+14.1% |
| Admin fee / account holder | $109 | $163-33.1% | $10,010-98.9% | $188-41.8% |