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 INC3+ years Service code 55 | Other Commissions | $35,235 |
AMERICA'S 401K, INC.3+ years Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $34,794 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,492 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,962 |
SAGEPOINT FINANCIAL INC3+ years Filed as: SAGEPOINT FINANCIAL INC. Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $0 |
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 | $91,410 | $64,909+40.8% | $82,313+11.1% | $62,292+46.7% |
| Participation rate | 73.4% | 74.9%-1.5pp | 76.9%-3.5pp | 69.5%+3.8pp |
| Annual return | 15.36% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,788 | $1,676+6.7% | $2,428-26.4% | $2,042-12.4% |
| Participant deferral / active EE | $3,832 | $3,103+23.5% | $3,706+3.4% | $3,169+20.9% |
| Admin fee / account holder | $146 | $440-66.8% | $5,608-97.4% | $479-69.6% |