Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC10+ years Filed as: BFSG, LLC Service code 27 2040 MAIN ST STE 720 · IRVINE, CA 92614 | Advisory (Plan) | $36,095 |
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $11,954 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,299 | $101,499+87.5% | $147,005+29.5% | $74,546+155.3% |
| Participation rate | 92.0% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 19.86% | 8732.34%-8712.5pp | 418.76%-398.9pp | 1366.03%-1346.2pp |
| Employer contribution / active EE | $5,199 | $3,811+36.4% | $4,934+5.4% | $2,624+98.1% |
| Participant deferral / active EE | $14,492 | $7,304+98.4% | $8,070+79.6% | $4,347+233.3% |
| Admin fee / account holder | $283 | $1,748-83.8% | $13,006-97.8% | $1,944-85.5% |