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: FORUS ADVISORS LLC Service code 13 · EIN 46-1803145 350 TOWNSEND STREET #422A · SAN FRANCISCO, CA 94107 | Contract Administrator | $5,915 |
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 1675 BROADWAY, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $5,432 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,650 | $55,449-48.3% | $83,848-65.8% | $56,287-49.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -9.01% | -1.38%-7.6pp | 850.88%-859.9pp | -9.96%+1.0pp |
| Employer contribution / active EE | $2,033 | $2,430-16.3% | $3,631-44.0% | $2,111-3.7% |
| Participant deferral / active EE | $3,744 | $2,935+27.6% | $4,082-8.3% | $3,350+11.8% |
| Admin fee / account holder | $103 | $656-84.3% | $5,478-98.1% | $521-80.2% |