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, LLC Service code 15 · EIN 46-5576228 | Recordkeeping | $22,371 |
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,507 |
SIKICH LLP1 year Filed as: SIKICH CPA, LLC Service code 15 · EIN 54-1172176 | Recordkeeping | $8,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,470 | $35,197-50.4% | $53,898-67.6% | $102,872-83.0% |
| Participation rate | 24.9% | 29.6%-4.7pp | 55.0%-30.1pp | 73.0%-48.1pp |
| Annual return | 15.83% | 17.55%-1.7pp | 528.60%-512.8pp | 19.06%-3.2pp |
| Employer contribution / active EE | $142 | $713-80.1% | $932-84.8% | $3,526-96.0% |
| Participant deferral / active EE | $849 | $1,333-36.3% | $1,826-53.5% | $5,535-84.7% |
| Admin fee / account holder | $103 | $834-87.6% | $2,491-95.8% | $292-64.6% |