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 7-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 |
|---|---|---|
Service code 13 · EIN 40-0127290 | Contract Administrator | $5,982 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,217 | $65,322-61.4% | $70,449-64.2% | $73,488-65.7% |
| Participation rate | 34.8% | 77.0%-42.2pp | 75.1%-40.3pp | 70.7%-35.9pp |
| Annual return | 21.62% | 15.71%+5.9pp | 109.03%-87.4pp | 28.51%-6.9pp |
| Employer contribution / active EE | $694 | $2,460-71.8% | $2,737-74.7% | $2,270-69.4% |
| Participant deferral / active EE | $1,876 | $3,375-44.4% | $3,709-49.4% | $3,740-49.8% |
| Admin fee / account holder | $227 | $214+6.2% | $3,845-94.1% | $513-55.7% |