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 |
|---|---|---|
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $37,792 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,839 |
MOSS ADAMS LLP1 year Service code 99 101 SECOND ST STE 900 · SAN FRANCISCO, CA 94105 | Other Fees | $21,000 |
EEC ADMINISTRATION1 year Filed as: EEC ADMINISTRATION INC Service code 99 14841 YORBA ST STE 201 · TUSTIN, CA 92780 | Other Fees | $4,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,085 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,265 | $101,317+12.8% | $146,958-22.2% | $74,495+53.4% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.5pp | 67.2%+22.4pp |
| Annual return | 13.12% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $14,930 | $3,810+291.8% | $4,933+202.7% | $2,623+469.2% |
| Participant deferral / active EE | $5,378 | $7,303-26.4% | $8,070-33.4% | $4,346+23.7% |
| Admin fee / account holder | $547 | $1,739-68.5% | $12,998-95.8% | $1,942-71.8% |