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 6-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 |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC3+ years Filed as: FOREST CAPITAL MANAGEMENT. Service code 27 420 W HURON ST · CHICAGO, IL 60654 | Advisory (Plan) | $30,001 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,228 | $84,487-21.6% | $125,339-47.2% | $66,914-1.0% |
| Participation rate | 81.6% | 76.4%+5.2pp | 82.4%-0.8pp | 69.8%+11.8pp |
| Annual return | 33.49% | -8.39%+41.9pp | 572.05%-538.6pp | 1.58%+31.9pp |
| Employer contribution / active EE | $5,884 | $3,553+65.6% | $4,814+22.2% | $2,544+131.3% |
| Participant deferral / active EE | $12,642 | $6,781+86.4% | $7,446+69.8% | $4,237+198.4% |
| Admin fee / account holder | $83 | $685-88.0% | $10,010-99.2% | $593-86.1% |