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 10-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 |
|---|---|---|
ASCENSUS LLC5 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $38,094 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,534 | $56,767-56.8% | $101,794-75.9% | $85,563-71.3% |
| Participation rate | 63.0% | 57.6%+5.5pp | 69.2%-6.1pp | 66.0%-2.9pp |
| Annual return | 24.84% | 17.76%+7.1pp | 30.53%-5.7pp | 31.51%-6.7pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,999 | $2,720+10.3% | $4,084-26.6% | $4,375-31.4% |
| Admin fee / account holder | $124 | $1,098-88.7% | $8,777-98.6% | $834-85.2% |