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 LLC5+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $31,484 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,935 |
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 | $152,908 | $89,652+70.6% | $141,162+8.3% | $65,185+134.6% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.4pp | 70.2%+27.6pp |
| Annual return | 22.64% | 32.79%-10.2pp | 71.39%-48.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $5,869 | $3,065+91.5% | $4,735+23.9% | $2,177+169.6% |
| Participant deferral / active EE | $8,791 | $5,691+54.5% | $6,709+31.0% | $3,514+150.2% |
| Admin fee / account holder | $193 | $569-66.0% | $10,261-98.1% | $847-77.2% |