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 LLC4 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $70,231 |
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $33,731 |
STANDARD VALUATIONS7+ years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $21,125 |
Filed as: UNITED BANK INC. Service code 38 · EIN 54-1071198 | Participant Communication | $17,540 |
MCELHANEY & ASSOCIATES, LLC8+ years Service code 10 · EIN 38-3806684 | Accounting | $16,000 |
STEPHEN J. O'BRIEN8+ years Service code 29 · EIN 81-5178933 | Legal | $11,600 |
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 | $7,866 | $130,655-94.0% | $93,789-91.6% | $64,808-87.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 81.0%+19.0pp | 71.5%+28.5pp |
| Annual return | -12.14% | -14.04%+1.9pp | -11.33%-0.8pp | 32.82%-45.0pp |
| Employer contribution / active EE | $2,338 | $5,594-58.2% | $4,323-45.9% | $2,506-6.7% |
| Participant deferral / active EE | $0 | $8,067-100.0% | $6,094-100.0% | $4,310-100.0% |
| Admin fee / account holder | $124 | $140-11.6% | $7,195-98.3% | $188-34.0% |