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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $40,061 |
Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 9055 E MINERAL CIR · CENTENNIAL, CO 801123442 | Advisory (Plan) | $36,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,287 | $46,2920% | $143,757-67.8% | $64,808-28.6% |
| Participation rate | 91.4% | 64.2%+27.2pp | 80.3%+11.1pp | 71.5%+19.9pp |
| Annual return | -13.19% | -10.05%-3.1pp | -0.04%-13.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $4,389 | $1,910+129.8% | $4,951-11.4% | $2,506+75.1% |
| Participant deferral / active EE | $2,546 | $2,646-3.8% | $5,637-54.8% | $4,310-40.9% |
| Admin fee / account holder | $175 | $154+13.8% | $14,673-98.8% | $188-6.8% |