Filed October 22, 2021
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 99 · EIN 71-0294708 | Other Fees | $63,722 |
GENEOS WEALTH MANAGEMENT INC3 years Service code 99 · EIN 02-0580939 | Other Fees | $35,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,093 | $87,870-3.2% | $113,168-24.8% | $74,304+14.5% |
| Participation rate | 95.5% | 70.7%+24.8pp | 76.6%+19.0pp | 60.3%+35.2pp |
| Annual return | 23.76% | 26.44%-2.7pp | 24.27%-0.5pp | 29.43%-5.7pp |
| Employer contribution / active EE | $10,478 | $2,277+360.1% | $2,975+252.2% | $2,241+367.5% |
| Participant deferral / active EE | $14,702 | $4,241+246.7% | $5,107+187.9% | $3,767+290.3% |
| Admin fee / account holder | $206 | $3,368-93.9% | $12,068-98.3% | $2,969-93.1% |