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 |
|---|---|---|
FOCUSED WEALTH MANAGEMENT4 years Filed as: FOCUSED WEALTH MANAGEMENT. Service code 27 216 ROUTE 299 · HIGHLAND, NY 12528 | Advisory (Plan) | $8,540 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,913 | $55,472-74.9% | $155,567-91.1% | $74,546-81.3% |
| Participation rate | 69.0% | 61.9%+7.1pp | 78.2%-9.2pp | 67.2%+1.8pp |
| Annual return | 16.68% | 268.72%-252.0pp | 64.74%-48.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,337 | $2,838-52.9% | $5,628-76.2% | $4,347-69.2% |
| Admin fee / account holder | $107 | $1,743-93.8% | $15,916-99.3% | $1,944-94.5% |