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 |
|---|---|---|
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 15 · EIN 02-0580939 | Recordkeeping | $12,937 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,621 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,516 | $55,371-26.8% | $95,585-57.6% | $74,304-45.5% |
| Participation rate | 79.7% | 53.8%+25.9pp | 72.1%+7.6pp | 60.3%+19.3pp |
| Annual return | 24.63% | 24.26%+0.4pp | 38.56%-13.9pp | 29.43%-4.8pp |
| Employer contribution / active EE | $3,592 | $1,437+149.9% | $2,527+42.2% | $2,241+60.3% |
| Participant deferral / active EE | $7,782 | $2,955+163.3% | $4,023+93.5% | $3,767+106.6% |
| Admin fee / account holder | $107 | $2,620-95.9% | $6,127-98.3% | $2,969-96.4% |