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 LLC4 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $23,787 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Claims processing; Recordkeeping fees... | $18,078 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 5126 CLARETON DRIVE SUITE 110 · AGOURA HILLS, CA 91301 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,103 | $106,236-59.4% | $112,228-61.6% | $64,808-33.5% |
| Participation rate | 31.4% | 71.7%-40.3pp | 75.1%-43.7pp | 71.5%-40.1pp |
| Annual return | -17.31% | -6.02%-11.3pp | 27.45%-44.8pp | 32.82%-50.1pp |
| Employer contribution / active EE | $785 | $3,166-75.2% | $3,635-78.4% | $2,506-68.7% |
| Participant deferral / active EE | $1,501 | $3,785-60.3% | $4,728-68.2% | $4,310-65.2% |
| Admin fee / account holder | $300 | $452-33.5% | $6,410-95.3% | $188+60.0% |