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 6-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 |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC3+ years Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 15 · EIN 46-5576228 | Recordkeeping | $12,226 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,287 | $30,086-62.5% | $61,373-81.6% | $64,808-82.6% |
| Participation rate | 25.7% | 36.4%-10.7pp | 52.6%-26.9pp | 71.5%-45.8pp |
| Annual return | -16.41% | -13.99%-2.4pp | 338.61%-355.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $157 | $536-70.7% | $1,159-86.4% | $2,506-93.7% |
| Participant deferral / active EE | $974 | $1,126-13.4% | $2,125-54.1% | $4,310-77.4% |
| Admin fee / account holder | $54 | $148-63.8% | $2,130-97.5% | $188-71.4% |