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: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 665 THIRD STREET, SUITE 400 · SAN FRANCISCO, CA 94107 | Contract Administrator | $13,549 |
LT TRUST COMPANY2 years Service code 15 · EIN 61-1607607 1675 BROADWAY, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $12,055 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,941 | $63,114-41.5% | $92,893-60.2% | $65,185-43.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 22.65% | 28.75%-6.1pp | 109.41%-86.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,369 | $2,571-7.9% | $3,653-35.2% | $2,177+8.8% |
| Participant deferral / active EE | $4,535 | $3,108+45.9% | $4,236+7.0% | $3,514+29.1% |
| Admin fee / account holder | $194 | $624-68.9% | $5,794-96.7% | $847-77.1% |