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 INC4+ years Filed as: SAGEPOINT FINANCIAL Service code 26 2800 N. CENTRAL AVE., STE 2100 · PHEONIX, AZ 85001 | Advisory (Participants) | $14,302 |
SAN DIEGO PENSION CONSULTANTS4+ years Service code 17 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Pension Consulting | $11,506 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN SECURITIES Service code 26 · EIN 22-3590392 | Advisory (Participants) | $11,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,041 | $59,186-45.9% | $76,768-58.3% | $56,287-43.1% |
| Participation rate | 96.6% | 75.2%+21.3pp | 77.0%+19.6pp | 69.9%+26.7pp |
| Annual return | -6.02% | 6.62%-12.6pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,394 | $1,759+36.2% | $2,485-3.7% | $2,111+13.4% |
| Participant deferral / active EE | $7,121 | $3,255+118.8% | $3,852+84.9% | $3,350+112.6% |
| Admin fee / account holder | $89 | $489-81.8% | $6,675-98.7% | $521-82.9% |