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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,724 |
BEACON POINTE ADVISORS LLC3 years Service code 27 · EIN 68-0488677 | Advisory (Plan) | $37,521 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,173 | $23,224+120.3% | $71,086-28.0% | $55,725-8.2% |
| Participation rate | 75.0% | 37.9%+37.1pp | 54.7%+20.3pp | 70.9%+4.1pp |
| Annual return | -5.22% | -2.87%-2.4pp | 650.59%-655.8pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,890 | $436+333.3% | $1,088+73.8% | $2,078-9.1% |
| Participant deferral / active EE | $3,077 | $929+231.2% | $1,874+64.2% | $3,356-8.3% |
| Admin fee / account holder | $298 | $118+152.3% | $3,082-90.3% | $115+158.3% |