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 | $52,526 |
BEACON POINTE ADVISORS LLC4 years Service code 27 · EIN 68-0488677 | Advisory (Plan) | $39,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,667 | $25,302+147.7% | $74,701-16.1% | $67,579-7.3% |
| Participation rate | 76.3% | 37.8%+38.5pp | 54.5%+21.9pp | 71.3%+5.0pp |
| Annual return | 21.70% | 10291.17%-10269.5pp | 752.92%-731.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,890 | $446+323.4% | $1,084+74.4% | $2,148-12.0% |
| Participant deferral / active EE | $3,100 | $954+225.0% | $1,964+57.9% | $3,539-12.4% |
| Admin fee / account holder | $307 | $108+184.8% | $3,333-90.8% | $142+115.5% |