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 LLC6 years Service code 27 703 GREEN VALLEY RD STE 201 · GREENSBORO, NC 27408 | Advisory (Plan) | $48,918 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,324 | $80,724+55.2% | $103,333+21.3% | $74,495+68.2% |
| Participation rate | 84.0% | 65.7%+18.3pp | 74.5%+9.5pp | 67.2%+16.8pp |
| Annual return | 19.66% | 27.56%-7.9pp | 24.88%-5.2pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $763 | $3,157-75.8% | $3,868-80.3% | $2,623-70.9% |
| Participant deferral / active EE | $8,664 | $3,860+124.4% | $5,057+71.3% | $4,346+99.4% |
| Admin fee / account holder | $286 | $2,368-87.9% | $8,355-96.6% | $1,942-85.3% |