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 LLC3 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $11,039 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,525 |
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 | $25,866 | $58,879-56.1% | $178,490-85.5% | $73,488-64.8% |
| Participation rate | 56.8% | 66.2%-9.5pp | 81.9%-25.2pp | 70.7%-13.9pp |
| Annual return | 16.96% | 24.86%-7.9pp | 151.07%-134.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,039 | $2,236-53.6% | $5,011-79.3% | $2,270-54.2% |
| Participant deferral / active EE | $1,423 | $2,567-44.6% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $127 | $400-68.3% | $13,984-99.1% | $513-75.3% |