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 Filed as: FSC SECURITIES CORP Service code 16 · EIN 58-1152673 | Consulting | $12,882 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $11,600 |
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 | $36,903 | $59,186-37.6% | $76,768-51.9% | $56,287-34.4% |
| Participation rate | 79.6% | 75.2%+4.4pp | 77.0%+2.7pp | 69.9%+9.8pp |
| Annual return | -5.05% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $704 | $1,759-60.0% | $2,485-71.7% | $2,111-66.6% |
| Participant deferral / active EE | $3,316 | $3,255+1.9% | $3,852-13.9% | $3,350-1.0% |
| Admin fee / account holder | $142 | $489-71.0% | $6,675-97.9% | $521-72.8% |