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 |
|---|---|---|
B&E INVESTMENT ADVISERS INC3 years Service code 27 BE INVESTMENT ADVISERS INC · WAYZATA, MN 55391 | Advisory (Plan) | $47,730 |
PENSION ASSURANCE LLP3 years Filed as: B & E PENSION ADVISERS INC Service code 13 B E PENSION ADVISERS INC · RICE LAKE, WI 54868 | Contract Administrator | $7,743 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,723 | $89,652-25.6% | $141,162-52.7% | $65,185+2.4% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.5%+1.8pp | 70.2%+14.1pp |
| Annual return | 20.34% | 32.79%-12.5pp | 71.39%-51.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,216 | $3,065-60.3% | $4,735-74.3% | $2,177-44.1% |
| Participant deferral / active EE | $5,236 | $5,691-8.0% | $6,709-22.0% | $3,514+49.0% |
| Admin fee / account holder | $212 | $569-62.8% | $10,261-97.9% | $847-75.0% |