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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $76,300 |
FOCUSED WEALTH MANAGEMENT2 years Service code 27 11 BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Plan) | $73,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,829 | $50,815-49.2% | $155,509-83.4% | $77,643-66.7% |
| Participation rate | 86.0% | 63.1%+22.9pp | 78.2%+7.8pp | 70.6%+15.4pp |
| Annual return | 10.06% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,983 | $1,993-0.5% | $4,672-57.6% | $2,726-27.2% |
| Participant deferral / active EE | $1,785 | $2,822-36.7% | $5,626-68.3% | $4,647-61.6% |
| Admin fee / account holder | $214 | $437-51.1% | $15,912-98.7% | $430-50.4% |