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 4-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 |
|---|---|---|
FORUSALL, INC.1+ years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $11,529 |
AT RETIREMENT SERVICES, LLC1+ years Service code 12 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping fees; Recordkeeping and... | $6,441 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,545 | $86,655-68.2% | $119,609-77.0% | $66,914-58.8% |
| Participation rate | 39.3% | 75.6%-36.2pp | 79.3%-39.9pp | 69.8%-30.5pp |
| Annual return | 11.43% | -8.00%+19.4pp | -14.97%+26.4pp | 1.58%+9.8pp |
| Employer contribution / active EE | $1,027 | $2,536-59.5% | $4,232-75.7% | $2,544-59.6% |
| Participant deferral / active EE | $2,001 | $4,358-54.1% | $5,602-64.3% | $4,237-52.8% |
| Admin fee / account holder | $140 | $755-81.4% | $10,323-98.6% | $593-76.3% |