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 | $88,360+4.8% | $145,433-36.3% | $67,986+36.2% |
| Participation rate | 93.9% | 65.5%+28.5pp | 82.1%+11.8pp | 57.2%+36.7pp |
| Annual return | 25.22% | 63.15%-37.9pp | 66.58%-41.4pp | 31.67%-6.4pp |
| Employer contribution / active EE | $2,080 | $3,054-31.9% | $4,554-54.3% | $2,019+3.1% |
| Participant deferral / active EE | $12,724 | $5,932+114.5% | $7,897+61.1% | $3,358+278.9% |
| Admin fee / account holder | $53 | $3,313-98.4% | $13,129-99.6% | $3,203-98.4% |