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 LLC6+ years Filed as: FOREST CAPITAL MANAGEMENT. Service code 27 420 W HURON ST · CHICAGO, IL 60654 | Advisory (Plan) | $49,407 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,916 | $100,923-1.0% | $150,045-33.4% | $74,304+34.5% |
| Participation rate | 84.1% | 70.1%+14.0pp | 82.3%+1.8pp | 60.3%+23.8pp |
| Annual return | 19.56% | 51.77%-32.2pp | 62.55%-43.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $5,571 | $3,463+60.9% | $4,693+18.7% | $2,241+148.6% |
| Participant deferral / active EE | $12,026 | $6,709+79.2% | $7,997+50.4% | $3,767+219.2% |
| Admin fee / account holder | $190 | $2,767-93.1% | $13,435-98.6% | $2,969-93.6% |