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 |
|---|---|---|
Filed as: TOUCHSTONE RETIREMENT GROUP LLC Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $38,640 |
BEAM ASSET MANAGEMENT3 years Filed as: BEAM WEALTH ADVISORS, INCAN Service code 27 · EIN 72-1273520 | Advisory (Plan) | $16,838 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,100 | $81,248-90.0% | $155,509-94.8% | $80,856-90.0% |
| Participation rate | 98.8% | 66.2%+32.5pp | 78.2%+20.6pp | 67.6%+31.1pp |
| Annual return | 5.83% | 33.31%-27.5pp | 64.67%-58.8pp | 35.59%-29.8pp |
| Employer contribution / active EE | $7,107 | $3,100+129.2% | $4,672+52.1% | $2,755+158.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $196 | $7,997-97.5% | $15,912-98.8% | $6,918-97.2% |