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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $32,810 |
SAGEPOINT FINANCIAL INC5+ years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $19,701 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN3 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,829 | $47,648-22.7% | $130,648-71.8% | $67,579-45.5% |
| Participation rate | 52.3% | 60.4%-8.1pp | 71.7%-19.4pp | 71.3%-18.9pp |
| Annual return | 20.75% | 25.73%-5.0pp | 1708.96%-1688.2pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,044 | $1,408-25.8% | $4,092-74.5% | $2,148-51.4% |
| Participant deferral / active EE | $1,572 | $2,616-39.9% | $3,603-56.4% | $3,539-55.6% |
| Admin fee / account holder | $177 | $105+68.8% | $5,464-96.8% | $142+24.6% |