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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $14,978 |
FOCUSED WEALTH MANAGEMENT2 years Service code 27 11 BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Plan) | $4,333 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,793 | $55,415-71.5% | $155,509-89.8% | $74,495-78.8% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 14.49% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,136 | $2,836-59.9% | $5,626-79.8% | $4,346-73.9% |
| Admin fee / account holder | $154 | $1,738-91.1% | $15,912-99.0% | $1,942-92.1% |