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 LLC10+ years Service code 27 · EIN 26-4649377 | Advisory (Plan) | $51,324 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,078 | $101,317+67.9% | $146,958+15.7% | $74,495+128.3% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 13.61% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,953 | $3,810+30.0% | $4,933+0.4% | $2,623+88.8% |
| Participant deferral / active EE | $9,073 | $7,303+24.2% | $8,070+12.4% | $4,346+108.8% |
| Admin fee / account holder | $205 | $1,739-88.2% | $12,998-98.4% | $1,942-89.5% |