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 5-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 |
|---|---|---|
FORUSALL, INC.2 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $15,447 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Recordke... | $13,594 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,719 | $65,557-76.0% | $64,056-75.5% | $71,457-78.0% |
| Participation rate | 94.8% | 73.2%+21.6pp | 72.3%+22.5pp | 67.9%+26.8pp |
| Annual return | 21.03% | 18.94%+2.1pp | 33.69%-12.7pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,433 | $2,669-46.3% | $2,747-47.8% | $2,588-44.6% |
| Participant deferral / active EE | $4,729 | $3,626+30.4% | $3,880+21.9% | $4,289+10.3% |
| Admin fee / account holder | $98 | $616-84.1% | $3,068-96.8% | $1,587-93.8% |