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 | $18,333 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,412 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON BENEFITS, INC. Service code 49 · EIN 95-4439015 48 DUNHAM RD · BEVERLY, MA 01915 | Other Services | $5,818 |
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 | $109,791 | $109,881-0.1% | $150,045-26.8% | $84,808+29.5% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 14.10% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,267 | $3,561+19.8% | $4,693-9.1% | $2,631+62.2% |
| Participant deferral / active EE | $9,934 | $6,636+49.7% | $7,997+24.2% | $4,212+135.9% |
| Admin fee / account holder | $102 | $8,568-98.8% | $13,435-99.2% | $7,344-98.6% |