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 INC4 years Service code 27 BE INVESTMENT ADVISERS INC · WAYZATA, MN 55391 | Advisory (Plan) | $48,554 |
Service code 27 LEAFHOUSE FINANCIAL ADVISORS, LLC · AUSTIN, TX 78730 | Advisory (Plan) | $2,590 |
PENSION ASSURANCE LLP4 years Filed as: B & E PENSION ADVISERS INC Service code 13 B E PENSION ADVISERS INC · WAYZATA, MN 55391 | Contract Administrator | $2,118 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,923 | $98,750-19.1% | $149,696-46.6% | $79,858+0.1% |
| Participation rate | 84.1% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.5pp |
| Annual return | 11.07% | 27.43%-16.4pp | 276.60%-265.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,995 | $5,680-12.1% | $6,842-27.0% | $3,740+33.5% |
| Admin fee / account holder | $545 | $6,053-91.0% | $9,309-94.1% | $5,306-89.7% |