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 LLC8+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $44,088 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,011 | $84,487+75.2% | $125,339+18.1% | $66,914+121.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.55% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $6,132 | $3,553+72.6% | $4,814+27.4% | $2,544+141.0% |
| Participant deferral / active EE | $9,765 | $6,781+44.0% | $7,446+31.1% | $4,237+130.5% |
| Admin fee / account holder | $221 | $685-67.8% | $10,010-97.8% | $593-62.8% |