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.1 year Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $48,971 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Custodia... | $29,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,486 | $52,224-68.4% | $88,946-81.5% | $102,872-84.0% |
| Participation rate | 10.7% | 40.8%-30.1pp | 68.8%-58.2pp | 73.0%-62.3pp |
| Annual return | 19.93% | 16.96%+3.0pp | 57.82%-37.9pp | 19.06%+0.9pp |
| Employer contribution / active EE | $92 | $1,241-92.6% | $2,555-96.4% | $3,526-97.4% |
| Participant deferral / active EE | $278 | $2,611-89.3% | $4,581-93.9% | $5,535-95.0% |
| Admin fee / account holder | $144 | $1,723-91.6% | $8,261-98.3% | $292-50.8% |