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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOCUS PARTNERS WEALTH LLC Service code 27 · EIN 90-0751149 201 WASHINGTON STREET · BOSTON, MA 02108 | Advisory (Plan) | $66,359 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,012 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN JAKE & MCDANIEL, PC Service code 10 · EIN 62-1170651 2607 KINGSTON PIKE · KNOXVILLE, TN 379193336 | Accounting | $10,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,178 | $65,561+158.0% | $91,541+84.8% | $74,304+127.7% |
| Participation rate | 98.3% | 56.6%+41.7pp | 69.8%+28.5pp | 60.3%+37.9pp |
| Annual return | 14.77% | 17.68%-2.9pp | 20.50%-5.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $4,265 | $1,717+148.4% | $2,505+70.3% | $2,241+90.3% |
| Participant deferral / active EE | $2,773 | $2,918-5.0% | $4,008-30.8% | $3,767-26.4% |
| Admin fee / account holder | $757 | $3,333-77.3% | $6,956-89.1% | $2,969-74.5% |