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: FOCUSED WEALTH MANAGEMENT INC Service code 27 · EIN 27-2575734 | Advisory (Plan) | $36,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,858 | $101,317-33.0% | $146,958-53.8% | $74,495-8.9% |
| Participation rate | 91.5% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.3pp |
| Annual return | 13.73% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,468 | $3,810-35.2% | $4,933-50.0% | $2,623-5.9% |
| Participant deferral / active EE | $6,000 | $7,303-17.8% | $8,070-25.6% | $4,346+38.1% |
| Admin fee / account holder | $508 | $1,739-70.8% | $12,998-96.1% | $1,942-73.9% |