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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $41,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,001 |
RICHEY MAY & CO LLP1 year Filed as: RICHEY, MAY & CO, LLP Service code 10 · EIN 71-0911208 | Accounting | $9,050 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,682 | $62,723-41.5% | $142,863-74.3% | $86,799-57.7% |
| Participation rate | 70.8% | 62.6%+8.2pp | 71.9%-1.2pp | 72.3%-1.5pp |
| Annual return | 14.84% | 17.62%-2.8pp | 5637.54%-5622.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $444 | $1,627-72.7% | $4,144-89.3% | $2,405-81.6% |
| Participant deferral / active EE | $3,273 | $3,039+7.7% | $3,837-14.7% | $4,131-20.8% |
| Admin fee / account holder | $104 | $140-25.4% | $6,560-98.4% | $170-38.6% |