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 INC3+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,809 |
Filed as: COMPENSATION BENEFIT PLANNING Service code 13 · EIN 43-1021898 | Contract Administrator | $12,677 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,138 |
Service code 13 | Contract Administrator | $3,819 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 | Advisory (Plan) | $19 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,334 | $81,537-41.9% | $149,718-68.4% | $69,631-32.0% |
| Participation rate | 34.3% | 86.1%-51.8pp | 87.1%-52.8pp | 70.7%-36.4pp |
| Annual return | 16.83% | 22.79%-6.0pp | 1501.63%-1484.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $933 | $4,994-81.3% | $6,569-85.8% | $3,224-71.0% |
| Admin fee / account holder | $198 | $107+85.2% | $11,283-98.2% | $110+79.2% |