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 LLC6+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $33,486 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,560 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,167 | $99,957+58.2% | $149,696+5.7% | $73,488+115.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.31% | 53.87%-40.6pp | 276.60%-263.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $5,237 | $3,191+64.1% | $4,644+12.8% | $2,270+130.7% |
| Participant deferral / active EE | $8,921 | $6,073+46.9% | $6,842+30.4% | $3,740+138.6% |
| Admin fee / account holder | $187 | $551-66.1% | $9,309-98.0% | $513-63.6% |