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 INC1 year Filed as: FSC AGENCY, INC. Service code 55 | Other Commissions | $55,794 |
Service code 49 | Other Services | $16,323 |
BDO USA, LLP1 year Filed as: BDO Service code 99 · EIN 13-5381590 | Other Fees | $6,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-5381590 | Advisory (Participants) | $5,457 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,599 |
Service code 49 · EIN 39-1884254 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 55 · EIN 58-1288674 | Other Commissions | $0 |
Annual investment return 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 | $62,173 | $50,385+23.4% | $75,670-17.8% | $62,292-0.2% |
| Participation rate | 98.0% | 67.7%+30.3pp | 72.3%+25.7pp | 69.5%+28.5pp |
| Annual return | 12.60% | 19.90%-7.3pp | 27.34%-14.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $2,111 | $1,537+37.3% | $2,352-10.2% | $2,042+3.4% |
| Participant deferral / active EE | $4,454 | $2,445+82.2% | $3,142+41.7% | $3,169+40.6% |
| Admin fee / account holder | $70 | $384-81.7% | $5,800-98.8% | $479-85.3% |