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 10-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 LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $31,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,778 | $45,602+46.4% | $117,472-43.2% | $66,914-0.2% |
| Participation rate | 88.8% | 57.6%+31.2pp | 70.6%+18.2pp | 69.8%+19.0pp |
| Annual return | -18.26% | -16.74%-1.5pp | 29.74%-48.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,789 | $1,579+76.7% | $4,176-33.2% | $2,544+9.6% |
| Participant deferral / active EE | $5,622 | $2,845+97.6% | $4,070+38.1% | $4,237+32.7% |
| Admin fee / account holder | $214 | $661-67.6% | $5,645-96.2% | $593-63.9% |