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 8-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 |
|---|---|---|
Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 15 · EIN 02-0580939 | Recordkeeping | $10,199 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,155 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,624 | $58,926-46.3% | $97,226-67.5% | $74,495-57.5% |
| Participation rate | 77.0% | 63.5%+13.5pp | 72.7%+4.3pp | 67.2%+9.8pp |
| Annual return | 25.01% | 16.04%+9.0pp | 75.13%-50.1pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $3,179 | $1,894+67.8% | $2,729+16.5% | $2,623+21.2% |
| Participant deferral / active EE | $6,312 | $3,664+72.3% | $4,264+48.0% | $4,346+45.2% |
| Admin fee / account holder | $88 | $1,974-95.5% | $5,654-98.4% | $1,942-95.5% |