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 | $85,515-0.5% | $112,040-24.1% | $67,986+25.2% |
| Participation rate | 95.5% | 68.2%+27.3pp | 76.5%+19.0pp | 57.2%+38.3pp |
| Annual return | 23.76% | 29.68%-5.9pp | 24.52%-0.8pp | 31.67%-7.9pp |
| Employer contribution / active EE | $10,478 | $2,191+378.2% | $2,954+254.7% | $2,019+419.0% |
| Participant deferral / active EE | $14,702 | $4,014+266.3% | $5,098+188.4% | $3,358+337.8% |
| Admin fee / account holder | $206 | $3,774-94.6% | $12,098-98.3% | $3,203-93.6% |