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 7-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 |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS, INC. Service code 49 | Other Services | $2,338 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $780 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,168 | $59,402-64.4% | $93,654-77.4% | $74,546-71.6% |
| Participation rate | 85.3% | 59.7%+25.7pp | 68.7%+16.6pp | 67.2%+18.1pp |
| Annual return | 31.32% | 81.86%-50.5pp | 133.34%-102.0pp | 1366.03%-1334.7pp |
| Employer contribution / active EE | $4,494 | $1,265+255.3% | $2,421+85.6% | $2,624+71.2% |
| Participant deferral / active EE | $9,043 | $3,049+196.6% | $4,413+104.9% | $4,347+108.0% |
| Admin fee / account holder | $21 | $3,023-99.3% | $8,282-99.7% | $1,944-98.9% |