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 13-3689044 | Recordkeeping | $69,978 |
GENEOS WEALTH MANAGEMENT INC3 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 22 · EIN 02-0580939 | Insurance Broker | $51,489 |
THE HASLAUER GROUP, INC.6+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,450 | $99,957+73.5% | $149,696+15.9% | $73,488+136.0% |
| Participation rate | 93.6% | 75.7%+17.9pp | 82.5%+11.1pp | 70.7%+22.9pp |
| Annual return | 15.72% | 53.87%-38.1pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,532 | $3,191-20.7% | $4,644-45.5% | $2,270+11.5% |
| Participant deferral / active EE | $6,784 | $6,073+11.7% | $6,842-0.8% | $3,740+81.4% |
| Admin fee / account holder | $376 | $551-31.7% | $9,309-96.0% | $513-26.7% |