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 |
|---|---|---|
BFSG LLC11+ years Filed as: BFSG, LLC Service code 27 2040 MAINE ST STE 720 · IRVINE, CA 92614 | Advisory (Plan) | $43,798 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,634 |
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $8,223 |
WRIGHT FORD YOUNG & CO1 year Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $2,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $226,458 | $100,923+124.4% | $150,045+50.9% | $74,304+204.8% |
| Participation rate | 95.2% | 70.1%+25.1pp | 82.3%+12.8pp | 60.3%+34.8pp |
| Annual return | 15.41% | 51.77%-36.4pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $6,450 | $3,463+86.2% | $4,693+37.4% | $2,241+187.8% |
| Participant deferral / active EE | $16,369 | $6,709+144.0% | $7,997+104.7% | $3,767+334.5% |
| Admin fee / account holder | $384 | $2,767-86.1% | $13,435-97.1% | $2,969-87.1% |