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 SECURITIES Service code 27 · EIN 58-1288674 | Advisory (Plan) | $93,300 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,514 |
Service code 13 · EIN 39-1884254 | Contract Administrator | $11,250 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $889 |
Filed as: ENVESTMENT RETIREMENT SERVICES, LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,477 | $36,916-9.3% | $156,549-78.6% | $57,658-41.9% |
| Participation rate | 66.4% | 63.4%+3.0pp | 84.0%-17.6pp | 70.2%-3.8pp |
| Annual return | 7.51% | 12.38%-4.9pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $752 | $1,571-52.1% | $5,501-86.3% | $1,974-61.9% |
| Participant deferral / active EE | $666 | $1,926-65.4% | $4,871-86.3% | $3,061-78.2% |
| Admin fee / account holder | $148 | $82+79.2% | $13,027-98.9% | $95+56.4% |