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 HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $13,253 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,516 |
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 | $35,273 | $61,156-42.3% | $185,823-81.0% | $79,386-55.6% |
| Participation rate | 53.8% | 66.6%-12.8pp | 81.7%-27.9pp | 70.7%-16.9pp |
| Annual return | 14.10% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,046 | $2,321-54.9% | $5,167-79.8% | $2,427-56.9% |
| Participant deferral / active EE | $1,582 | $2,789-43.3% | $5,568-71.6% | $4,046-60.9% |
| Admin fee / account holder | $142 | $710-80.0% | $16,237-99.1% | $626-77.3% |