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: FOCUS PARTNERS WEALTH Service code 27 · EIN 90-0751149 | Advisory (Plan) | $37,131 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,689 | $101,317+35.9% | $146,958-6.3% | $74,495+84.8% |
| Participation rate | 80.5% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 13.36% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,370 | $3,810-11.6% | $4,933-31.7% | $2,623+28.5% |
| Participant deferral / active EE | $8,341 | $7,303+14.2% | $8,070+3.4% | $4,346+91.9% |
| Admin fee / account holder | $289 | $1,739-83.4% | $12,998-97.8% | $1,942-85.1% |