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: BEACON HARBOR Service code 27 440 VIKING DRIVE STE 200 · VIRGINIA BEACH, VA 23452 | Advisory (Plan) | $11,539 |
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 | $133,444 | $88,890+50.1% | $102,423+30.3% | $77,643+71.9% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 3.48% | 24.98%-21.5pp | 29.32%-25.8pp | 31.24%-27.8pp |
| Employer contribution / active EE | $4,723 | $2,698+75.1% | $3,023+56.2% | $2,726+73.3% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $17 | $235-92.9% | $9,451-99.8% | $430-96.1% |