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 |
|---|---|---|
FORUM SIX FINANCIAL4 years Filed as: FIELDSTONE FINANCIAL PARTNERS, LLC Service code 27 1830 AIR LANE DR STE 6 · NASHVILLE, TN 37210 | Advisory (Plan) | $12,507 |
FORUM SIX FINANCIAL1 year Service code 26 · EIN 47-1242018 | Advisory (Participants) | $12,239 |
Filed as: ELLIS BENEFITS GROUP INC Service code 13 PO BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $4,675 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,477 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $724 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,981 | $60,795+0.3% | $69,455-12.2% | $65,185-6.4% |
| Participation rate | 86.9% | 74.9%+12.0pp | 74.6%+12.3pp | 70.2%+16.7pp |
| Annual return | 18.27% | 17.46%+0.8pp | 28.97%-10.7pp | 29.38%-11.1pp |
| Employer contribution / active EE | $2,174 | $2,452-11.4% | $2,779-21.8% | $2,177-0.1% |
| Participant deferral / active EE | $2,810 | $3,162-11.1% | $3,535-20.5% | $3,514-20.0% |
| Admin fee / account holder | $134 | $314-57.3% | $3,839-96.5% | $847-84.2% |