See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC6+ years Filed as: FSC SECURITIES CORP Service code 16 · EIN 58-1152673 | Consulting | $10,799 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $3,617 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,009 | $73,638-45.7% | $95,952-58.3% | $73,488-45.6% |
| Participation rate | 82.4% | 76.2%+6.3pp | 77.1%+5.3pp | 70.7%+11.7pp |
| Annual return | 5.40% | 16.78%-11.4pp | 91.61%-86.2pp | 28.51%-23.1pp |
| Employer contribution / active EE | $1,879 | $1,863+0.8% | $2,541-26.1% | $2,270-17.2% |
| Participant deferral / active EE | $3,968 | $3,617+9.7% | $4,167-4.8% | $3,740+6.1% |
| Admin fee / account holder | $62 | $482-87.2% | $6,795-99.1% | $513-88.0% |