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 |
|---|---|---|
FORUSALL, INC.5 years Filed as: FORUSALL Service code 27 350 TOWNSEND ST STE 422A · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $40,485 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,404 | $58,926+36.4% | $97,226-17.3% | $74,495+7.9% |
| Participation rate | 78.5% | 63.5%+15.0pp | 72.7%+5.8pp | 67.2%+11.3pp |
| Annual return | 50.55% | 16.04%+34.5pp | 75.13%-24.6pp | 1364.94%-1314.4pp |
| Employer contribution / active EE | $3,669 | $1,894+93.7% | $2,729+34.5% | $2,623+39.9% |
| Participant deferral / active EE | $8,066 | $3,664+120.1% | $4,264+89.2% | $4,346+85.6% |
| Admin fee / account holder | $287 | $1,974-85.5% | $5,654-94.9% | $1,942-85.2% |