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 LLC2 years Filed as: BEACON WEALTH CONSULTANTS, INC. Service code 27 · EIN 20-3733238 | Advisory (Plan) | $7,748 |
EPIC RETIREMENT PLAN SERVICES4+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $7,658 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,879 | $64,707-92.5% | $112,228-95.7% | $68,494-92.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.28% | -11.40%-8.9pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,380 | $2,746+23.1% | $3,635-7.0% | $2,596+30.2% |
| Participant deferral / active EE | $2,238 | $3,565-37.2% | $4,728-52.7% | $4,027-44.4% |
| Admin fee / account holder | $104 | $5,232-98.0% | $6,410-98.4% | $5,403-98.1% |