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 LLC5 years Filed as: BEACON POINTE HOLDINGS LLC DBA BEAC Service code 27 24 CORPORATE PLAZA DR STE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $26,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,776 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,319 | $60,989-19.1% | $60,874-19.0% | $66,914-26.3% |
| Participation rate | 43.4% | 74.5%-31.1pp | 73.1%-29.7pp | 69.8%-26.4pp |
| Annual return | -15.89% | -9.60%-6.3pp | 16.90%-32.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $773 | $2,661-71.0% | $2,701-71.4% | $2,544-69.6% |
| Participant deferral / active EE | $3,368 | $3,615-6.8% | $3,817-11.7% | $4,237-20.5% |
| Admin fee / account holder | $256 | $338-24.4% | $3,224-92.1% | $593-56.9% |