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 INC6+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $16,103 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 SUITE 185 · OVERLAND PARK, KS 66219 | Contract Administrator | $5,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,732 | $70,908-51.0% | $98,907-64.9% | $73,488-52.7% |
| Participation rate | 60.5% | 73.8%-13.2pp | 76.0%-15.5pp | 70.7%-10.2pp |
| Annual return | 12.42% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $727 | $2,036-64.3% | $2,689-72.9% | $2,270-68.0% |
| Participant deferral / active EE | $2,102 | $3,500-39.9% | $4,244-50.5% | $3,740-43.8% |
| Admin fee / account holder | $57 | $535-89.3% | $6,642-99.1% | $513-88.8% |