Filed June 18, 2018
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 |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Service code 27 703 GREEN VALLEY RD STE 201 · GREENSBORO, NC 27408 | Advisory (Plan) | $41,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,899 | $76,670+42.0% | $96,683+12.6% | $71,457+52.4% |
| Participation rate | 85.2% | 66.6%+18.6pp | 74.3%+10.9pp | 67.9%+17.3pp |
| Annual return | 20.78% | 48.29%-27.5pp | 35.69%-14.9pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,014 | $3,031-66.5% | $3,737-72.9% | $2,588-60.8% |
| Participant deferral / active EE | $8,615 | $3,771+128.4% | $4,878+76.6% | $4,289+100.9% |
| Admin fee / account holder | $251 | $2,028-87.6% | $6,730-96.3% | $1,587-84.2% |