See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BEAM ASSET MANAGEMENT3 years Filed as: BEAM ASSET MANAGEMENT LLC Service code 27 72096 RAMOS AVE #D · COVINGTON, LA 70433 | Advisory (Plan) | $48,099 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,908 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,130 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,357 | $55,125+100.2% | $109,895+0.4% | $86,799+27.1% |
| Participation rate | 71.2% | 70.1%+1.1pp | 74.2%-3.0pp | 72.3%-1.1pp |
| Annual return | 17.05% | 26.20%-9.1pp | 29.45%-12.4pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,887 | $1,558+21.1% | $2,842-33.6% | $2,405-21.5% |
| Participant deferral / active EE | $3,624 | $3,337+8.6% | $4,048-10.5% | $4,131-12.3% |
| Admin fee / account holder | $265 | $141+88.2% | $6,066-95.6% | $170+56.5% |