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 |
|---|---|---|
FOCUS 401K GROUP, LLC3 years Service code 15 · EIN 47-1258840 | Recordkeeping | $14,999 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,405 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,128 | $45,825-60.4% | $90,645-80.0% | $56,287-67.8% |
| Participation rate | 84.6% | 66.7%+17.9pp | 74.0%+10.6pp | 69.9%+14.8pp |
| Annual return | -6.36% | 38.64%-45.0pp | 1.88%-8.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $5,594 | $1,372+307.7% | $2,532+121.0% | $2,111+165.0% |
| Participant deferral / active EE | $7,144 | $2,562+178.8% | $3,425+108.6% | $3,350+113.3% |
| Admin fee / account holder | $70 | $413-83.0% | $4,994-98.6% | $521-86.5% |