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 LLC4+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $29,412 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,970 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,991 | $73,102+72.3% | $123,544+2.0% | $56,287+123.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.57% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $5,105 | $2,977+71.5% | $4,628+10.3% | $2,111+141.8% |
| Participant deferral / active EE | $7,268 | $5,423+34.0% | $6,426+13.1% | $3,350+117.0% |
| Admin fee / account holder | $183 | $554-66.9% | $9,284-98.0% | $521-64.8% |