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 |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $84,849 |
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $32,504 |
STANDARD VALUATIONS6+ years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $20,000 |
Filed as: UNITED BANK INC. Service code 27 · EIN 53-1071198 | Advisory (Plan) | $16,695 |
MCELHANEY & ASSOCIATES, LLC7+ years Service code 10 · EIN 38-3806684 | Accounting | $15,750 |
STEPHEN J. O'BRIEN7+ years Service code 29 · EIN 81-5178933 | Legal | $15,692 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,828 | $172,932-94.3% | $119,258-91.8% | $86,799-88.7% |
| Participation rate | 100.0% | 89.4%+10.6pp | 82.7%+17.3pp | 72.3%+27.7pp |
| Annual return | 12.45% | 20.96%-8.5pp | 30.69%-18.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $2,394 | $5,487-56.4% | $4,384-45.4% | $2,405-0.5% |
| Participant deferral / active EE | $0 | $8,466-100.0% | $6,111-100.0% | $4,131-100.0% |
| Admin fee / account holder | $125 | $150-17.1% | $7,226-98.3% | $170-26.5% |