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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORP Service code 26 2300 WINDY RIDGE PKWY, SE · ATLANTA, GA 30339 | Advisory (Participants) | $34,905 |
THE PENSION DESIGN GROUP2 years Service code 10 760 LAKEVIEW PLAZA BLVD, SUITE 700 · WORTHINGTON, OH 43085 | Accounting | $9,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,850 | $64,286-24.0% | $90,951-46.3% | $73,409-33.5% |
| Participation rate | 46.6% | 63.6%-17.0pp | 69.0%-22.5pp | 72.2%-25.6pp |
| Annual return | 14.17% | 21.45%-7.3pp | 134.60%-120.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $243 | $895-72.8% | $2,122-88.5% | $2,234-89.1% |
| Participant deferral / active EE | $2,777 | $2,453+13.2% | $3,373-17.7% | $3,805-27.0% |
| Admin fee / account holder | $289 | $287+0.7% | $5,959-95.1% | $158+83.1% |