Filed October 29, 2025
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 3-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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $1,058 |
FOCUSED WEALTH MANAGEMENT1+ years Service code 21 216 ROUTE 299 · HIGHLAND, NY 12528 | Bank Trustee | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,464 | $47,126-86.3% | $149,673-95.7% | $74,419-91.3% |
| Participation rate | 16.2% | 63.4%-47.2pp | 78.8%-62.5pp | 70.7%-54.5pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.42%-134.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $878 | $1,905-53.9% | $4,818-81.8% | $2,637-66.7% |
| Participant deferral / active EE | $113 | $2,728-95.9% | $5,680-98.0% | $4,528-97.5% |
| Admin fee / account holder | $12 | $343-96.4% | $13,210-99.9% | $348-96.5% |