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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,919 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,587 |
SAGEPOINT FINANCIAL INC7+ years Service code 55 · EIN 20-1741754 | Other Commissions | $5,305 |
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 | $70,111 | $104,475-32.9% | $159,436-56.0% | $79,386-11.7% |
| Participation rate | 82.9% | 76.6%+6.3pp | 82.8%+0.1pp | 70.7%+12.2pp |
| Annual return | 24.76% | 67.95%-43.2pp | 263.57%-238.8pp | 116.85%-92.1pp |
| Employer contribution / active EE | $4,262 | $3,417+24.7% | $4,829-11.8% | $2,427+75.6% |
| Participant deferral / active EE | $10,065 | $6,467+55.6% | $7,352+36.9% | $4,046+148.8% |
| Admin fee / account holder | $195 | $711-72.5% | $10,799-98.2% | $626-68.8% |