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 8-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 Filed as: FSC SECURITIES CORPORATION Service code 15 · EIN 58-1288674 | Recordkeeping | $6,135 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,491 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,678 | $62,586-60.6% | $76,768-67.9% | $64,186-61.6% |
| Participation rate | 92.4% | 72.8%+19.6pp | 77.0%+15.4pp | 69.6%+22.8pp |
| Annual return | -2.70% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,320 | $1,832-28.0% | $2,485-46.9% | $2,381-44.6% |
| Participant deferral / active EE | $2,611 | $3,145-17.0% | $3,852-32.2% | $3,470-24.8% |
| Admin fee / account holder | $137 | $4,667-97.1% | $6,675-97.9% | $4,888-97.2% |