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 |
|---|---|---|
BEON RETIREMENT2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $7,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,600 | $100,923-8.2% | $150,045-38.3% | $74,304+24.6% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.3%+11.6pp | 60.3%+33.6pp |
| Annual return | 25.22% | 51.77%-26.5pp | 62.55%-37.3pp | 29.43%-4.2pp |
| Employer contribution / active EE | $2,080 | $3,463-39.9% | $4,693-55.7% | $2,241-7.2% |
| Participant deferral / active EE | $12,724 | $6,709+89.6% | $7,997+59.1% | $3,767+237.8% |
| Admin fee / account holder | $53 | $2,767-98.1% | $13,435-99.6% | $2,969-98.2% |