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 | $44,139 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 9055 E MINERAL CIR · CENTENNIAL, CO 801123442 | Advisory (Plan) | $41,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,559 | $47,126+7.3% | $149,673-66.2% | $74,419-32.1% |
| Participation rate | 92.6% | 63.4%+29.2pp | 78.8%+13.9pp | 70.7%+21.9pp |
| Annual return | 15.68% | 22.75%-7.1pp | 134.42%-118.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $2,277 | $1,905+19.5% | $4,818-52.7% | $2,637-13.7% |
| Participant deferral / active EE | $2,657 | $2,728-2.6% | $5,680-53.2% | $4,528-41.3% |
| Admin fee / account holder | $184 | $343-46.2% | $13,210-98.6% | $348-47.0% |