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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $35,412 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,569 |
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 | $60,397 | $101,317-40.4% | $146,958-58.9% | $74,495-18.9% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 15.81% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,625 | $3,810-4.8% | $4,933-26.5% | $2,623+38.2% |
| Participant deferral / active EE | $6,508 | $7,303-10.9% | $8,070-19.3% | $4,346+49.8% |
| Admin fee / account holder | $315 | $1,739-81.9% | $12,998-97.6% | $1,942-83.8% |