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 INC1+ years Filed as: FSC SECURITIES CORPORATION Service code 55 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Commissions | $21,516 |
HOLTZMAN PARTNERS, LLP1+ years Filed as: HOLTZMAN PARTNERS LLP Service code 10 1710 WEST 6TH ST · AUSTIN, TX 78703 | Accounting | $11,000 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $10,193 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,759 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,699 |
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 | $20,551 | $34,220-39.9% | $73,843-72.2% | $59,188-65.3% |
| Participation rate | 77.0% | 59.1%+17.9pp | 73.4%+3.5pp | 69.4%+7.6pp |
| Annual return | 0.72% | 3.36%-2.6pp | 2267.84%-2267.1pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,923 | $1,480+30.0% | $2,787-31.0% | $2,098-8.3% |
| Participant deferral / active EE | $1,094 | $2,035-46.2% | $3,583-69.5% | $3,265-66.5% |
| Admin fee / account holder | $25 | $64-60.7% | $4,880-99.5% | $92-72.7% |