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 9-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: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1454524 11101 SWITZER RD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,216 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,012 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 210 SIXTH AVE, SUITE 3720 · PITTSBURGH, PA 15222 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,229 | $61,272+81.5% | $149,673-25.7% | $71,457+55.7% |
| Participation rate | 91.9% | 62.5%+29.4pp | 78.8%+13.1pp | 67.9%+23.9pp |
| Annual return | 11.34% | 35.85%-24.5pp | 134.42%-123.1pp | 28.85%-17.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,655 | $2,917+196.7% | $5,680+52.4% | $4,289+101.8% |
| Admin fee / account holder | $37 | $1,261-97.1% | $13,210-99.7% | $1,587-97.7% |