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 | $2,300 |
SAGEPOINT FINANCIAL INC3+ years Filed as: FSC SECURITIES CORP Service code 61 · EIN 58-1288674 | 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 | $51,289 | $63,299-19.0% | $91,001-43.6% | $62,292-17.7% |
| Participation rate | 53.1% | 73.3%-20.2pp | 75.6%-22.5pp | 69.5%-16.4pp |
| Annual return | 13.51% | 20.99%-7.5pp | 4.60%+8.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $526 | $1,807-70.9% | $2,456-78.6% | $2,042-74.2% |
| Participant deferral / active EE | $931 | $2,943-68.4% | $3,547-73.7% | $3,169-70.6% |
| Admin fee / account holder | $60 | $468-87.1% | $5,417-98.9% | $479-87.4% |