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 INC2 years Filed as: SAGEPOINT FINANCIAL INC. Service code 27 30 EAST THOMAS RD · PHOENIX, AZ 85012 | Advisory (Plan) | $23,740 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,739 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $2,789 |
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 | $30,243 | $95,274-68.3% | $135,903-77.7% | $74,419-59.4% |
| Participation rate | 68.8% | 78.2%-9.4pp | 81.9%-13.1pp | 70.7%-1.9pp |
| Annual return | 46.27% | 32.77%+13.5pp | 68.23%-22.0pp | 34.38%+11.9pp |
| Employer contribution / active EE | $3,421 | $3,874-11.7% | $4,856-29.5% | $2,637+29.7% |
| Participant deferral / active EE | $5,143 | $7,782-33.9% | $7,758-33.7% | $4,528+13.6% |
| Admin fee / account holder | $213 | $266-19.8% | $10,762-98.0% | $348-38.7% |