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 10-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 99 · EIN 02-0580939 | Other Fees | $9,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,912 | $29,548-25.8% | $56,411-61.2% | $77,643-71.8% |
| Participation rate | 46.1% | 32.7%+13.4pp | 52.5%-6.4pp | 70.6%-24.5pp |
| Annual return | 14.31% | 19.01%-4.7pp | 1701.33%-1687.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $562 | $568-1.0% | $1,039-45.9% | $2,726-79.4% |
| Participant deferral / active EE | $2,137 | $1,061+101.4% | $1,952+9.5% | $4,647-54.0% |
| Admin fee / account holder | $204 | $1,046-80.5% | $2,829-92.8% | $430-52.7% |