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 INC1 year Filed as: FSC SECURITIES CORPORATION Service code 26 2300 WINDY RIDGE PKWY · ATLANTA, GA 30339 | Advisory (Participants) | $4,496 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,296 | $46,173+0.3% | $170,442-72.8% | $69,631-33.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 83.6%-33.6pp | 70.7%-20.7pp |
| Annual return | 19.37% | 21.62%-2.2pp | 205.93%-186.6pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $100 | $1,610-93.8% | $5,433-98.2% | $2,032-95.1% |
| Participant deferral / active EE | $1,488 | $2,080-28.5% | $4,939-69.9% | $3,224-53.9% |
| Admin fee / account holder | $47 | $116-59.8% | $13,880-99.7% | $110-57.8% |