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 LLC5 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $28,037 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Custodial (other than securities); Di... | $24,292 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 5126 CLARETON DRIVE SUITE 110 · AGOURA HILLS, CA 91301 | Accounting | $10,500 |
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.
Employer 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 | $54,167 | $92,971-41.7% | $96,683-44.0% | $74,419-27.2% |
| Participation rate | 24.9% | 71.5%-46.7pp | 74.3%-49.5pp | 70.7%-45.9pp |
| Annual return | 17.70% | 37.49%-19.8pp | 35.69%-18.0pp | 34.38%-16.7pp |
| Employer contribution / active EE | $617 | $3,426-82.0% | $3,737-83.5% | $2,637-76.6% |
| Participant deferral / active EE | $1,262 | $3,970-68.2% | $4,878-74.1% | $4,528-72.1% |
| Admin fee / account holder | $372 | $633-41.3% | $6,730-94.5% | $348+6.9% |