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 LLC5 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $71,652 |
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $67,711 |
STANDARD VALUATIONS8+ years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $22,175 |
MCELHANEY & ASSOCIATES, LLC9+ years Service code 10 · EIN 38-3806684 | Accounting | $21,008 |
Filed as: UNITED BANK INC. Service code 38 · EIN 54-1071198 | Participant Communication | $17,540 |
STEPHEN J. O'BRIEN9+ years Service code 29 · EIN 81-5178933 | Legal | $14,534 |
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 | $8,368 | $331,159-97.5% | $112,887-92.6% | $74,419-88.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 80.5%+19.5pp | 70.7%+29.3pp |
| Annual return | 11.33% | 21.62%-10.3pp | 34.10%-22.8pp | 34.38%-23.0pp |
| Employer contribution / active EE | $2,082 | $5,469-61.9% | $4,563-54.4% | $2,637-21.1% |
| Participant deferral / active EE | $0 | $8,097-100.0% | $6,513-100.0% | $4,528-100.0% |
| Admin fee / account holder | $133 | $281-52.6% | $7,047-98.1% | $348-61.7% |