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: FOREST CAPITAL MANAGEMENT, LLC Service code 27 · EIN 46-5576228 | Advisory (Plan) | $60,225 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,219 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $13,038 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $7,896 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $242 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,308 | $88,083-6.6% | $164,813-50.1% | $74,495+10.5% |
| Participation rate | 97.2% | 73.0%+24.2pp | 78.6%+18.6pp | 67.2%+30.0pp |
| Annual return | 15.86% | 17.26%-1.4pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,539 | $2,593+75.1% | $4,341+4.6% | $2,623+73.0% |
| Participant deferral / active EE | $9,548 | $4,498+112.3% | $6,031+58.3% | $4,346+119.7% |
| Admin fee / account holder | $339 | $2,234-84.8% | $12,690-97.3% | $1,942-82.5% |