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 5-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 |
|---|---|---|
FORUSALL, INC.4 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $9,415 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Recordke... | $8,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,267 | $80,724-89.8% | $103,333-92.0% | $74,495-88.9% |
| Participation rate | 34.4% | 65.7%-31.3pp | 74.5%-40.1pp | 67.2%-32.8pp |
| Annual return | 13.59% | 27.56%-14.0pp | 24.88%-11.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $361 | $3,157-88.6% | $3,868-90.7% | $2,623-86.2% |
| Participant deferral / active EE | $2,495 | $3,860-35.4% | $5,057-50.7% | $4,346-42.6% |
| Admin fee / account holder | $59 | $2,368-97.5% | $8,355-99.3% | $1,942-96.9% |