Filed June 14, 2023
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 HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $19,876 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,801 |
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 | $27,219 | $102,553-73.5% | $151,611-82.0% | $66,914-59.3% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -16.74% | -10.82%-5.9pp | 3.33%-20.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,896 | $4,180-54.6% | $6,166-69.2% | $2,544-25.5% |
| Participant deferral / active EE | $3,855 | $6,641-42.0% | $8,363-53.9% | $4,237-9.0% |
| Admin fee / account holder | $199 | $630-68.3% | $11,616-98.3% | $593-66.4% |