Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,689 | $101,539+35.6% | $147,041-6.4% | $74,400+85.1% |
| Participation rate | 80.5% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 13.36% | 8740.84%-8727.5pp | 419.21%-405.9pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $3,370 | $3,811-11.6% | $4,935-31.7% | $2,624+28.4% |
| Participant deferral / active EE | $8,341 | $7,304+14.2% | $8,071+3.3% | $4,348+91.8% |
| Admin fee / account holder | $289 | $1,749-83.5% | $13,006-97.8% | $1,944-85.1% |