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 | $67,570 |
Service code 16 · EIN 31-1582098 | Consulting | $22,715 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,303 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $10,143 |
RICHEY MAY & CO LLP3 years Filed as: RICHEY, MAY & CO, LLP Service code 10 · EIN 71-0911208 | Accounting | $9,300 |
Form 5500 reported that benefits due were not provided when due.
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 | $40,457 | $53,345-24.2% | $121,098-66.6% | $74,419-45.6% |
| Participation rate | 87.6% | 60.0%+27.6pp | 69.5%+18.1pp | 70.7%+16.8pp |
| Annual return | 19.47% | 35.15%-15.7pp | 985.75%-966.3pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,076 | $1,898-43.3% | $4,164-74.2% | $2,637-59.2% |
| Participant deferral / active EE | $5,505 | $3,221+70.9% | $4,080+34.9% | $4,528+21.6% |
| Admin fee / account holder | $151 | $382-60.4% | $5,644-97.3% | $348-56.5% |