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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $228,585 |
FOCUS 401K GROUP, LLC6+ years Filed as: FOCUS 401(K) GROUP, LLC Service code 27 · EIN 47-1258840 | Advisory (Plan) | $115,113 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,182 | $47,634+7.4% | $90,404-43.4% | $90,288-43.3% |
| Participation rate | 89.6% | 67.5%+22.2pp | 72.7%+16.9pp | 73.4%+16.3pp |
| Annual return | 19.18% | 19.61%-0.4pp | 1293.02%-1273.8pp | 53.97%-34.8pp |
| Employer contribution / active EE | $537 | $1,749-69.3% | $3,262-83.5% | $2,524-78.7% |
| Participant deferral / active EE | $4,080 | $2,824+44.5% | $3,963+2.9% | $4,232-3.6% |
| Admin fee / account holder | $101 | $106-4.7% | $5,611-98.2% | $114-11.4% |