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 |
|---|---|---|
AMERICA'S 401K, INC.1+ years Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $32,519 |
SAGEPOINT FINANCIAL INC1+ years Service code 55 | Other Commissions | $30,686 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,788 |
SAGEPOINT FINANCIAL INC1+ years Filed as: SAGEPOINT FINANCIAL INC. Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,692 | $54,320+46.7% | $67,652+17.8% | $52,331+52.3% |
| Participation rate | 67.6% | 73.6%-6.0pp | 75.7%-8.1pp | 68.1%-0.5pp |
| Annual return | -0.43% | 6.81%-7.2pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,741 | $1,544+12.8% | $2,266-23.2% | $1,882-7.5% |
| Participant deferral / active EE | $3,564 | $2,950+20.8% | $3,560+0.1% | $3,022+17.9% |
| Admin fee / account holder | $115 | $527-78.2% | $4,821-97.6% | $592-80.6% |