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: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $15,000 |
Filed as: CBIZ CPAS PC Service code 10 25793 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $13,910 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,331 |
FHH LOS ANGELES LLP3 years Service code 10 9301 OAKDALE AVE #230 · CHATSWORTH, CA 91311 | Accounting | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,587 | $108,719+83.6% | $101,326+97.0% | $85,563+133.3% |
| Participation rate | 77.8% | 80.9%-3.0pp | 81.5%-3.7pp | 66.0%+11.9pp |
| Annual return | 12.50% | 20.95%-8.5pp | 36.82%-24.3pp | 31.51%-19.0pp |
| Employer contribution / active EE | $1,185 | $3,114-61.9% | $3,665-67.7% | $2,654-55.3% |
| Participant deferral / active EE | $7,203 | $8,545-15.7% | $7,994-9.9% | $4,375+64.6% |
| Admin fee / account holder | $73 | $685-89.3% | $11,185-99.3% | $834-91.2% |