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 LLC6 years Filed as: BEACON POINTE HOLDINGS LLC DBA BEAC Service code 27 24 CORPORATE PLAZA DR STE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $26,569 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,161 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,894 | $65,557-19.3% | $64,056-17.4% | $71,457-26.0% |
| Participation rate | 51.0% | 73.2%-22.2pp | 72.3%-21.3pp | 67.9%-17.0pp |
| Annual return | 10.86% | 18.94%-8.1pp | 33.69%-22.8pp | 28.85%-18.0pp |
| Employer contribution / active EE | $978 | $2,669-63.4% | $2,747-64.4% | $2,588-62.2% |
| Participant deferral / active EE | $4,470 | $3,626+23.3% | $3,880+15.2% | $4,289+4.2% |
| Admin fee / account holder | $151 | $616-75.5% | $3,068-95.1% | $1,587-90.5% |