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 |
|---|---|---|
FORUSALL, INC.2 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $30,382 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Recordke... | $13,586 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,179 | $91,407-50.6% | $135,903-66.8% | $71,457-36.8% |
| Participation rate | 81.6% | 75.7%+5.9pp | 81.9%-0.3pp | 67.9%+13.6pp |
| Annual return | 19.70% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,558 | $3,703-57.9% | $4,856-67.9% | $2,588-39.8% |
| Participant deferral / active EE | $6,291 | $7,092-11.3% | $7,758-18.9% | $4,289+46.7% |
| Admin fee / account holder | $231 | $1,266-81.7% | $10,762-97.8% | $1,587-85.4% |