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 POINTE HOLDINGS LLC DBA BEAC Service code 27 24 CORPORATE PLAZA DR STE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $23,082 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,981 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,932 | $74,706-26.5% | $75,696-27.4% | $79,386-30.8% |
| Participation rate | 41.3% | 75.3%-34.0pp | 74.8%-33.5pp | 70.7%-29.4pp |
| Annual return | 30.91% | 18.52%+12.4pp | 104.53%-73.6pp | 116.85%-85.9pp |
| Employer contribution / active EE | $780 | $2,590-69.9% | $2,743-71.6% | $2,427-67.9% |
| Participant deferral / active EE | $3,186 | $3,533-9.8% | $3,821-16.6% | $4,046-21.3% |
| Admin fee / account holder | $227 | $374-39.3% | $3,619-93.7% | $626-63.7% |