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 INC2 years Filed as: SAGEPOINT FINANCIAL FBO BRIAN Service code 26 WELLS FARGO LOCKBOX S4001-01A · TEMPE, AZ 85282 | Advisory (Participants) | $7,823 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,685 | $52,670-77.8% | $90,404-87.1% | $73,409-84.1% |
| Participation rate | 72.8% | 67.7%+5.1pp | 72.7%+0.1pp | 72.2%+0.6pp |
| Annual return | 15.11% | 20.70%-5.6pp | 1293.02%-1277.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,041 | $1,872-44.4% | $3,262-68.1% | $2,234-53.4% |
| Participant deferral / active EE | $870 | $2,807-69.0% | $3,963-78.0% | $3,805-77.1% |
| Admin fee / account holder | $46 | $117-60.6% | $5,611-99.2% | $158-70.9% |