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 3-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 |
|---|---|---|
Filed as: FOCUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 81-1193503 | Advisory (Plan) | $102,332 |
Filed as: NEYART ANDERSON FLYNN GROSBOLL Service code 29 · EIN 94-2576927 | Legal | $14,278 |
MMA SECURITIES LLC2+ years Filed as: MARSH & MCLENNAN Service code 99 · EIN 26-3237576 | Other Fees | $11,888 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $8,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,965 | $92,971-4.3% | $96,683-8.0% | $74,419+19.5% |
| Participation rate | 70.9% | 71.5%-0.7pp | 74.3%-3.5pp | 70.7%+0.2pp |
| Annual return | 25.59% | 37.49%-11.9pp | 35.69%-10.1pp | 34.38%-8.8pp |
| Employer contribution / active EE | $3,883 | $3,426+13.3% | $3,737+3.9% | $2,637+47.2% |
| Participant deferral / active EE | $5,898 | $3,970+48.6% | $4,878+20.9% | $4,528+30.3% |
| Admin fee / account holder | $259 | $633-59.0% | $6,730-96.1% | $348-25.5% |