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 LLC7 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $13,418 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,573 |
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 | $39,870 | $55,415-28.1% | $155,509-74.4% | $74,495-46.5% |
| Participation rate | 26.6% | 61.9%-35.3pp | 78.2%-51.6pp | 67.2%-40.6pp |
| Annual return | 12.24% | 268.50%-256.3pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $524 | $2,267-76.9% | $4,672-88.8% | $2,623-80.0% |
| Participant deferral / active EE | $1,003 | $2,836-64.6% | $5,626-82.2% | $4,346-76.9% |
| Admin fee / account holder | $159 | $1,738-90.8% | $15,912-99.0% | $1,942-91.8% |