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 HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $13,704 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,520 | $61,272-48.6% | $149,673-78.9% | $71,457-55.9% |
| Participation rate | 28.9% | 62.5%-33.6pp | 78.8%-49.9pp | 67.9%-39.0pp |
| Annual return | 16.37% | 35.85%-19.5pp | 134.42%-118.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $484 | $2,378-79.6% | $4,818-89.9% | $2,588-81.3% |
| Participant deferral / active EE | $883 | $2,917-69.7% | $5,680-84.5% | $4,289-79.4% |
| Admin fee / account holder | $134 | $1,261-89.4% | $13,210-99.0% | $1,587-91.6% |