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 INC5 years Service code 27 BE INVESTMENT ADVISERS INC · WAYZATA, MN 55391 | Advisory (Plan) | $54,208 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,915 |
Service code 99 LEAFHOUSE FINANCIAL ADVISORS, LLC · AUSTIN, TX 78730 | Other Fees | $3,872 |
PENSION ASSURANCE LLP5 years Filed as: B & E PENSION ADVISERS INC Service code 13 B E PENSION ADVISERS INC · WAYZATA, MN 55391 | Contract Administrator | $550 |
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 | $77,374 | $105,181-26.4% | $159,436-51.5% | $85,850-9.9% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.8%+1.9pp | 69.3%+15.4pp |
| Annual return | 9.84% | 45.07%-35.2pp | 263.57%-253.7pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,408 | $3,318-57.6% | $4,829-70.8% | $2,565-45.1% |
| Participant deferral / active EE | $5,410 | $5,945-9.0% | $7,352-26.4% | $3,952+36.9% |
| Admin fee / account holder | $755 | $6,933-89.1% | $10,799-93.0% | $6,260-87.9% |