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 LLC4 years Filed as: BEACON POINTE INVESTMENT ADVISORY Service code 26 · EIN 27-0636826 | Advisory (Participants) | $44,383 |
Service code 13 · EIN 56-2270237 | Contract Administrator | $11,868 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $6,208 |
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 | $77,207 | $49,915+54.7% | $154,803-50.1% | $74,304+3.9% |
| Participation rate | 99.2% | 54.0%+45.3pp | 78.1%+21.1pp | 60.3%+38.9pp |
| Annual return | 14.53% | 34.06%-19.5pp | 58.88%-44.3pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,374 | $1,611+47.3% | $4,305-44.9% | $2,241+5.9% |
| Participant deferral / active EE | $2,448 | $2,255+8.6% | $5,540-55.8% | $3,767-35.0% |
| Admin fee / account holder | $366 | $2,189-83.3% | $14,329-97.4% | $2,969-87.7% |