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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,595 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $68,918 | $91,372-24.6% | $129,995-47.0% | $74,419-7.4% |
| Participation rate | 45.0% | 77.8%-32.8pp | 78.5%-33.5pp | 70.7%-25.7pp |
| Annual return | 16.79% | 23.21%-6.4pp | -137.18%+154.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $941 | $2,563-63.3% | $4,320-78.2% | $2,637-64.3% |
| Participant deferral / active EE | $1,707 | $4,721-63.8% | $5,820-70.7% | $4,528-62.3% |
| Admin fee / account holder | $273 | $283-3.5% | $10,614-97.4% | $348-21.4% |