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 LLC9+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $43,794 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,743 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,169 | $91,407+84.0% | $135,903+23.7% | $71,457+135.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.86% | 29.90%-12.0pp | 68.23%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $5,554 | $3,703+50.0% | $4,856+14.4% | $2,588+114.6% |
| Participant deferral / active EE | $10,297 | $7,092+45.2% | $7,758+32.7% | $4,289+140.1% |
| Admin fee / account holder | $206 | $1,266-83.8% | $10,762-98.1% | $1,587-87.0% |