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 |
|---|---|---|
SECURITIES AMERICA INC5+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $31,653 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,170 |
BEAM ASSET MANAGEMENT1 year Filed as: BEAM ASSET MANAGEMENT LLC Service code 27 72096 RAMOS AVE #D · COVINGTON, LA 70433 | Advisory (Plan) | $3,159 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,516 | $44,734+44.2% | $99,443-35.1% | $67,579-4.5% |
| Participation rate | 65.4% | 66.2%-0.7pp | 73.8%-8.4pp | 71.3%-5.8pp |
| Annual return | 29.77% | 32.45%-2.7pp | 30.72%-1.0pp | 378.56%-348.8pp |
| Employer contribution / active EE | $1,380 | $1,261+9.5% | $2,540-45.7% | $2,148-35.7% |
| Participant deferral / active EE | $2,764 | $2,731+1.2% | $3,619-23.6% | $3,539-21.9% |
| Admin fee / account holder | $153 | $120+28.3% | $6,250-97.5% | $142+7.9% |