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 5-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 |
|---|---|---|
Filed as: ATLAS PENSION ADMINISTRATORS INC Service code 15 123 N STATE ST. UNIT 1 · CONCORD, NH 03301 | Recordkeeping | $87,938 |
Filed as: ATLAS FIDUCIARY SERVICES Service code 27 123 N STATE ST. UNIT 1 · CONCORD, NH 03301 | Advisory (Plan) | $45,404 |
SAGEPOINT FINANCIAL INC1 year Service code 27 PO BOX 842643 · LOS ANGELES, CA 900842643 | Advisory (Plan) | $30,499 |
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $24,580 |
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 | $24,254 | $40,278-39.8% | $80,569-69.9% | $80,160-69.7% |
| Participation rate | 95.6% | 47.5%+48.0pp | 67.0%+28.6pp | 72.9%+22.6pp |
| Annual return | 89.51% | 50.86%+38.6pp | 935.43%-845.9pp | 40.38%+49.1pp |
| Employer contribution / active EE | $689 | $1,332-48.3% | $2,723-74.7% | $2,978-76.9% |
| Participant deferral / active EE | $2,163 | $2,696-19.8% | $4,447-51.4% | $5,017-56.9% |
| Admin fee / account holder | $195 | $210-7.2% | $5,377-96.4% | $145+34.7% |