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 |
|---|---|---|
BEAUMONT ASSET MANAGEMENT LLC3+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $21,102 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,032 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,156 | $80,753+76.0% | $136,294+4.3% | $62,292+128.2% |
| Participation rate | 99.2% | 73.5%+25.6pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 18.18% | 35.83%-17.6pp | 5155.94%-5137.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $5,236 | $2,884+81.6% | $4,695+11.5% | $2,042+156.4% |
| Participant deferral / active EE | $7,253 | $5,164+40.5% | $6,247+16.1% | $3,169+128.9% |
| Admin fee / account holder | $155 | $525-70.5% | $9,243-98.3% | $479-67.6% |