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 INC4 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $34,810 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,349 |
EIDE BAILLY LLP2 years Service code 16 PO BOX 1914 · BISMARCK, ND 585021914 | Consulting | $12,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,970 | $164,864-67.9% | $453,369-88.3% | $93,030-43.1% |
| Participation rate | 37.7% | 84.2%-46.5pp | 78.0%-40.3pp | 73.9%-36.2pp |
| Annual return | 35.05% | 17.89%+17.2pp | 64.40%-29.3pp | 158.70%-123.6pp |
| Employer contribution / active EE | $165 | $3,519-95.3% | $4,070-95.9% | $2,706-93.9% |
| Participant deferral / active EE | $2,466 | $5,690-56.7% | $6,209-60.3% | $4,562-45.9% |
| Admin fee / account holder | $167 | $104+60.1% | $11,209-98.5% | $152+9.9% |