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 26 · EIN 27-0636826 | Advisory (Participants) | $42,377 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $5,382 |
Service code 13 · EIN 56-2270237 | Contract Administrator | $4,398 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,557 | $65,061+20.7% | $143,757-45.4% | $66,914+17.4% |
| Participation rate | 98.2% | 65.2%+33.1pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -15.85% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,447 | $2,361+3.6% | $4,951-50.6% | $2,544-3.8% |
| Participant deferral / active EE | $3,103 | $2,919+6.3% | $5,637-45.0% | $4,237-26.8% |
| Admin fee / account holder | $395 | $502-21.3% | $14,673-97.3% | $593-33.4% |