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, LLC5 years Service code 15 · EIN 47-1258840 | Recordkeeping | $15,003 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3303674 | Recordkeeping | $3,715 |
ADP BROKER-DEALER6+ 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 | $48,035 | $63,861-24.8% | $104,607-54.1% | $79,858-39.8% |
| Participation rate | 84.6% | 64.9%+19.7pp | 74.1%+10.5pp | 69.6%+15.0pp |
| Annual return | 14.25% | 21.30%-7.1pp | 340.46%-326.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,742 | $1,588+72.6% | $2,681+2.3% | $2,471+11.0% |
| Participant deferral / active EE | $5,172 | $2,693+92.0% | $3,740+38.3% | $3,740+38.3% |
| Admin fee / account holder | $114 | $4,185-97.3% | $6,473-98.2% | $5,306-97.8% |