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 7-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 |
|---|---|---|
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 15 · EIN 46-5576228 | Recordkeeping | $24,607 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,941 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,322 | $102,317-21.5% | $146,958-45.3% | $80,856-0.7% |
| Participation rate | 87.2% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 22.70% | 134.76%-112.1pp | 418.34%-395.6pp | 35.59%-12.9pp |
| Employer contribution / active EE | $3,069 | $3,713-17.3% | $4,933-37.8% | $2,755+11.4% |
| Participant deferral / active EE | $11,736 | $6,644+76.6% | $8,070+45.4% | $4,296+173.2% |
| Admin fee / account holder | $235 | $7,941-97.0% | $12,998-98.2% | $6,918-96.6% |