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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $16,667 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS, INC. Service code 49 | Other Services | $4,818 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,706 | $101,317-17.4% | $146,958-43.0% | $74,495+12.4% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.2%-5.5pp | 67.2%+9.5pp |
| Annual return | 29.56% | 8730.91%-8701.3pp | 418.34%-388.8pp | 1364.94%-1335.4pp |
| Employer contribution / active EE | $3,701 | $3,810-2.9% | $4,933-25.0% | $2,623+41.1% |
| Participant deferral / active EE | $9,933 | $7,303+36.0% | $8,070+23.1% | $4,346+128.6% |
| Admin fee / account holder | $77 | $1,739-95.5% | $12,998-99.4% | $1,942-96.0% |