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 3-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 26 · EIN 20-1741754 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Advisory (Participants) | $16,622 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,084 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 20-1741754 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Participants) | $5,752 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,944 | $91,407-43.2% | $135,903-61.8% | $71,457-27.3% |
| Participation rate | 90.4% | 75.7%+14.8pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 18.57% | 29.90%-11.3pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,181 | $3,703+12.9% | $4,856-13.9% | $2,588+61.6% |
| Participant deferral / active EE | $9,356 | $7,092+31.9% | $7,758+20.6% | $4,289+118.1% |
| Admin fee / account holder | $196 | $1,266-84.5% | $10,762-98.2% | $1,587-87.7% |