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 INC4+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 11221 ROE AVENUE · LEAWOOD, KS 66211 | Advisory (Plan) | $15,882 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,941 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 SUITE 185 · OVERLAND PARK, KS 66219 | Contract Administrator | $8,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,574 | $58,083-57.7% | $80,019-69.3% | $56,287-56.3% |
| Participation rate | 57.6% | 73.6%-16.0pp | 75.8%-18.2pp | 69.9%-12.2pp |
| Annual return | -6.21% | 34.61%-40.8pp | 11.22%-17.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $638 | $1,932-67.0% | $2,468-74.2% | $2,111-69.8% |
| Participant deferral / active EE | $1,692 | $3,135-46.0% | $3,686-54.1% | $3,350-49.5% |
| Admin fee / account holder | $71 | $623-88.6% | $6,521-98.9% | $521-86.3% |