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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Service code 55 · EIN 20-1741754 | Other Commissions | $11,577 |
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $7,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,194 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,994 | $62,267-56.6% | $110,238-75.5% | $55,725-51.6% |
| Participation rate | 97.7% | 78.1%+19.6pp | 79.8%+17.9pp | 70.9%+26.8pp |
| Annual return | -5.77% | -1.07%-4.7pp | 314.74%-320.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,484 | $1,941-23.5% | $3,826-61.2% | $2,078-28.6% |
| Participant deferral / active EE | $2,480 | $3,516-29.5% | $4,672-46.9% | $3,356-26.1% |
| Admin fee / account holder | $9 | $121-92.3% | $8,547-99.9% | $115-92.0% |