See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FOCUS 401K GROUP, LLC9 years Service code 15 · EIN 47-1258840 | Recordkeeping | $13,773 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,415 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,271 | $61,774+34.8% | $97,226-14.4% | $80,856+3.0% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.7%+7.3pp | 67.6%+12.4pp |
| Annual return | 16.75% | -557.90%+574.7pp | 75.13%-58.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,604 | $1,837+96.2% | $2,729+32.1% | $2,755+30.8% |
| Participant deferral / active EE | $7,458 | $3,029+146.2% | $4,264+74.9% | $4,296+73.6% |
| Admin fee / account holder | $149 | $5,166-97.1% | $5,654-97.4% | $6,918-97.8% |