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 POINTE INVESTMENT ADVISORY Service code 26 · EIN 27-0636826 | Advisory (Participants) | $43,416 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $5,567 |
Service code 13 · EIN 56-2270237 | Contract Administrator | $745 |
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 | $71,630 | $55,415+29.3% | $155,509-53.9% | $74,495-3.8% |
| Participation rate | 82.5% | 61.9%+20.6pp | 78.2%+4.3pp | 67.2%+15.3pp |
| Annual return | 12.00% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,217 | $2,267-2.2% | $4,672-52.5% | $2,623-15.5% |
| Participant deferral / active EE | $2,217 | $2,836-21.8% | $5,626-60.6% | $4,346-49.0% |
| Admin fee / account holder | $328 | $1,738-81.1% | $15,912-97.9% | $1,942-83.1% |