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 |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $78,029 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $25,720 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $15,233 |
Service code 28 · EIN 13-3257590 | Investment Management | $14,506 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $8,500 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $7,591 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 | Investment Management | $5,241 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,559 | $82,917-94.5% | $103,333-95.6% | $77,643-94.1% |
| Participation rate | 89.3% | 71.6%+17.7pp | 74.5%+14.7pp | 70.6%+18.7pp |
| Annual return | 4.07% | 19.13%-15.1pp | 24.88%-20.8pp | 31.24%-27.2pp |
| Employer contribution / active EE | $1,010 | $3,552-71.6% | $3,868-73.9% | $2,726-62.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $79 | $638-87.7% | $8,355-99.1% | $430-81.7% |