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 9-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 Service code 27 24 CORPORATE PLAZA DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $22,556 |
KB ACTUARIAL, INC.7+ years Service code 13 | Contract Administrator | $7,519 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,484 |
Filed as: GREAT WEST LIFE & ANNUITY INSUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
KB ACTUARIAL, INC.7+ years Filed as: KB ACTUARIAL, INC Service code 13 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,580 | $61,052+18.9% | $142,863-49.2% | $79,386-8.6% |
| Participation rate | 56.3% | 60.1%-3.8pp | 71.9%-15.6pp | 70.7%-14.4pp |
| Annual return | 12.93% | 16.02%-3.1pp | 5637.54%-5624.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $639 | $1,481-56.8% | $4,144-84.6% | $2,427-73.7% |
| Participant deferral / active EE | $1,868 | $2,879-35.1% | $3,837-51.3% | $4,046-53.8% |
| Admin fee / account holder | $55 | $659-91.7% | $6,560-99.2% | $626-91.3% |