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, LLC4 years Service code 15 · EIN 47-1258840 | Recordkeeping | $14,999 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,757 |
ADP BROKER-DEALER5+ 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 | $39,057 | $58,523-33.3% | $99,443-60.7% | $72,985-46.5% |
| Participation rate | 84.8% | 64.6%+20.2pp | 73.8%+11.0pp | 69.5%+15.3pp |
| Annual return | 22.42% | 28.51%-6.1pp | 30.72%-8.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,502 | $1,512+197.7% | $2,540+77.3% | $2,440+84.5% |
| Participant deferral / active EE | $7,403 | $2,606+184.1% | $3,619+104.6% | $3,607+105.2% |
| Admin fee / account holder | $139 | $4,102-96.6% | $6,250-97.8% | $5,124-97.3% |