Filed January 3, 2020
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $69,957 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORP Service code 22 · EIN 58-1152673 | Insurance Broker | $37,413 |
METRO BENEFITS, INC.3+ years Service code 15 · EIN 25-1541083 | Recordkeeping | $43 |
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 | $29,218 | $46,100-36.6% | $86,590-66.3% | $69,631-58.0% |
| Participation rate | 81.9% | 67.2%+14.8pp | 73.5%+8.4pp | 70.7%+11.2pp |
| Annual return | 17.84% | 21.02%-3.2pp | 964.84%-947.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $817 | $1,850-55.9% | $2,839-71.2% | $2,032-59.8% |
| Participant deferral / active EE | $3,214 | $2,432+32.2% | $3,609-10.9% | $3,224-0.3% |
| Admin fee / account holder | $215 | $94+129.3% | $4,906-95.6% | $110+94.8% |