See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON WEALTH CONSULTANTS, INC. Service code 27 · EIN 20-3733238 | Advisory (Plan) | $12,341 |
EPIC RETIREMENT PLAN SERVICES7+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $11,002 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,440 | $60,022-67.6% | $88,946-78.1% | $84,808-77.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 13.86% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,098 | $1,703+140.7% | $2,555+60.4% | $2,631+55.8% |
| Participant deferral / active EE | $3,383 | $3,114+8.7% | $4,581-26.1% | $4,212-19.7% |
| Admin fee / account holder | $315 | $4,811-93.4% | $8,261-96.2% | $7,344-95.7% |