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 LLC2 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 84 S. FOURTH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $11,874 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,487 | $52,953-59.4% | $172,739-87.6% | $65,185-67.0% |
| Participation rate | 35.0% | 66.2%-31.1pp | 82.6%-47.6pp | 70.2%-35.2pp |
| Annual return | 20.22% | 30.12%-9.9pp | 802.84%-782.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $526 | $2,190-76.0% | $5,143-89.8% | $2,177-75.8% |
| Participant deferral / active EE | $679 | $2,471-72.5% | $5,198-86.9% | $3,514-80.7% |
| Admin fee / account holder | $108 | $472-77.1% | $13,954-99.2% | $847-87.3% |