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 LLC7+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $41,469 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,195 |
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 | $178,423 | $104,475+70.8% | $159,436+11.9% | $79,386+124.8% |
| Participation rate | 99.4% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 14.17% | 67.95%-53.8pp | 263.57%-249.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $5,852 | $3,417+71.3% | $4,829+21.2% | $2,427+141.1% |
| Participant deferral / active EE | $9,783 | $6,467+51.3% | $7,352+33.1% | $4,046+141.8% |
| Admin fee / account holder | $211 | $711-70.3% | $10,799-98.0% | $626-66.3% |