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 LLC5+ years Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 15 · EIN 46-5576228 | Recordkeeping | $17,198 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,003 |
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 | $16,359 | $31,741-48.5% | $56,411-71.0% | $199,593-91.8% |
| Participation rate | 23.9% | 32.3%-8.5pp | 52.5%-28.6pp | 72.0%-48.1pp |
| Annual return | 19.62% | 14.72%+4.9pp | 1701.33%-1681.7pp | 34.25%-14.6pp |
| Employer contribution / active EE | $157 | $508-69.1% | $1,039-84.9% | $3,034-94.8% |
| Participant deferral / active EE | $984 | $1,184-16.9% | $1,952-49.6% | $5,087-80.7% |
| Admin fee / account holder | $73 | $426-82.9% | $2,829-97.4% | $269-72.8% |