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 37 · EIN 04-2647786 | Loan Processing | $1,750 |
SAGEPOINT FINANCIAL INC2+ years Filed as: FSC SECURITIES CORP Service code 61 · EIN 58-1288674 2300 WINDY RIDGE PKWY SE STE · ATLANTA, GA 30339 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,673 | $56,629-14.0% | $77,999-37.6% | $55,167-11.8% |
| Participation rate | 57.0% | 73.3%-16.3pp | 75.5%-18.5pp | 69.0%-12.0pp |
| Annual return | 7.65% | 2866.98%-2859.3pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $730 | $1,723-57.6% | $2,470-70.4% | $1,963-62.8% |
| Participant deferral / active EE | $923 | $2,777-66.8% | $3,497-73.6% | $3,054-69.8% |
| Admin fee / account holder | $54 | $467-88.4% | $5,480-99.0% | $504-89.2% |