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 15 · EIN 01-0233346 | Recordkeeping | $1,444 |
Service code 60 | Sub-TA Fees | $0 |
SAGEPOINT FINANCIAL INC4+ years Service code 55 | Other Commissions | $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 | $36,750 | $56,972-35.5% | $182,532-79.9% | $65,185-43.6% |
| Participation rate | 69.9% | 66.5%+3.3pp | 78.0%-8.1pp | 70.2%-0.3pp |
| Annual return | 22.95% | 27.67%-4.7pp | 148.54%-125.6pp | 29.38%-6.4pp |
| Employer contribution / active EE | $526 | $1,615-67.4% | $4,076-87.1% | $2,177-75.8% |
| Participant deferral / active EE | $3,196 | $3,526-9.4% | $5,524-42.1% | $3,514-9.0% |
| Admin fee / account holder | $255 | $528-51.6% | $8,592-97.0% | $847-69.9% |