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 5-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: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS ROAD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $14,330 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY F Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,813 | $84,487-78.9% | $125,339-85.8% | $66,914-73.4% |
| Participation rate | 68.1% | 76.4%-8.3pp | 82.4%-14.3pp | 69.8%-1.7pp |
| Annual return | -10.36% | -8.39%-2.0pp | 572.05%-582.4pp | 1.58%-11.9pp |
| Employer contribution / active EE | $2,408 | $3,553-32.2% | $4,814-50.0% | $2,544-5.3% |
| Participant deferral / active EE | $4,349 | $6,781-35.9% | $7,446-41.6% | $4,237+2.7% |
| Admin fee / account holder | $153 | $685-77.6% | $10,010-98.5% | $593-74.2% |