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 |
|---|---|---|
Filed as: BEACON POINTE INVESTMENT ADVISORY Service code 27 · EIN 27-0636826 | Advisory (Plan) | $45,274 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,666 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $11,255 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,250 | $91,407+42.5% | $135,903-4.2% | $71,457+82.3% |
| Participation rate | 85.4% | 75.7%+9.8pp | 81.9%+3.5pp | 67.9%+17.5pp |
| Annual return | 14.42% | 29.90%-15.5pp | 68.23%-53.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $5,656 | $3,703+52.7% | $4,856+16.5% | $2,588+118.6% |
| Participant deferral / active EE | $8,384 | $7,092+18.2% | $7,758+8.1% | $4,289+95.5% |
| Admin fee / account holder | $498 | $1,266-60.6% | $10,762-95.4% | $1,587-68.6% |