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 LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $16,088 |
LT TRUST COMPANY3 years Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $13,679 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,351 | $69,362-34.6% | $101,248-55.2% | $73,488-38.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 16.43% | 18.46%-2.0pp | 46.47%-30.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,622 | $2,628-0.2% | $3,660-28.4% | $2,270+15.5% |
| Participant deferral / active EE | $5,304 | $3,300+60.7% | $4,370+21.4% | $3,740+41.8% |
| Admin fee / account holder | $213 | $704-69.8% | $5,945-96.4% | $513-58.6% |