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 HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $13,377 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,252 | $65,061-56.6% | $143,757-80.3% | $66,914-57.8% |
| Participation rate | 28.6% | 65.2%-36.5pp | 80.3%-51.7pp | 69.8%-41.2pp |
| Annual return | -9.31% | -11.14%+1.8pp | -0.04%-9.3pp | 1.58%-10.9pp |
| Employer contribution / active EE | $613 | $2,361-74.0% | $4,951-87.6% | $2,544-75.9% |
| Participant deferral / active EE | $925 | $2,919-68.3% | $5,637-83.6% | $4,237-78.2% |
| Admin fee / account holder | $134 | $502-73.3% | $14,673-99.1% | $593-77.5% |