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 LLC7 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $67,645 |
RETIREMENT PLANNERS & ADMINISTRATOR11+ years Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $29,483 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $23,975 |
MCELHANEY & ASSOCIATES, LLC11+ years Service code 10 · EIN 38-3806684 | Accounting | $22,559 |
FIFTH THIRD BANK RETIREMENT SERVICE11+ years Filed as: UNITED BANK INC. Service code 38 · EIN 54-1071198 | Participant Communication | $21,285 |
STEPHEN J. O'BRIEN11+ years Service code 29 · EIN 81-5178933 | Legal | $13,903 |
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 | $8,357 | $102,872-91.9% | $100,534-91.7% | $102,872-91.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 80.6%+19.4pp | 73.0%+27.0pp |
| Annual return | 13.59% | 19.06%-5.5pp | 32.66%-19.1pp | 19.06%-5.5pp |
| Employer contribution / active EE | $1,788 | $3,526-49.3% | $4,346-58.9% | $3,526-49.3% |
| Participant deferral / active EE | $0 | $5,535-100.0% | $6,144-100.0% | $5,535-100.0% |
| Admin fee / account holder | $103 | $292-64.6% | $7,654-98.7% | $292-64.6% |