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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,584 |
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $42,616 |
Service code 16 · EIN 31-1582098 | Consulting | $20,925 |
RICHEY MAY & CO LLP2 years Filed as: RICHEY, MAY & CO, LLP Service code 10 · EIN 71-0911208 | Accounting | $9,120 |
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 | $31,525 | $47,898-34.2% | $117,472-73.2% | $64,808-51.4% |
| Participation rate | 81.6% | 61.9%+19.7pp | 70.6%+11.0pp | 71.5%+10.2pp |
| Annual return | -17.01% | -15.54%-1.5pp | 29.74%-46.8pp | 32.82%-49.8pp |
| Employer contribution / active EE | $717 | $1,774-59.6% | $4,176-82.8% | $2,506-71.4% |
| Participant deferral / active EE | $4,379 | $3,151+39.0% | $4,070+7.6% | $4,310+1.6% |
| Admin fee / account holder | $156 | $132+18.2% | $5,645-97.2% | $188-17.0% |