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 LLC6 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $79,625 |
RETIREMENT PLANNERS & ADMINISTRATOR10+ years Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $30,099 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $23,075 |
MCELHANEY & ASSOCIATES, LLC10+ years Service code 10 · EIN 38-3806684 | Accounting | $20,000 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: UNITED BANK INC. Service code 38 · EIN 54-1071198 | Participant Communication | $19,410 |
STEPHEN J. O'BRIEN10+ years Service code 29 · EIN 81-5178933 | Legal | $13,024 |
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 | $8,842 | $155,364-94.3% | $103,476-91.5% | $77,643-88.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.5%+19.5pp | 70.6%+29.4pp |
| Annual return | 11.37% | 19.02%-7.6pp | 23.90%-12.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,594 | $5,949-56.4% | $4,672-44.5% | $2,726-4.8% |
| Participant deferral / active EE | $0 | $8,482-100.0% | $6,623-100.0% | $4,647-100.0% |
| Admin fee / account holder | $107 | $503-78.7% | $9,413-98.9% | $430-75.1% |