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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $162,398 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORP Service code 27 · EIN 42-1768541 | Advisory (Plan) | $42,785 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,724 | $46,423-44.6% | $75,886-66.1% | $67,579-61.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 57.25% | 32.29%+25.0pp | 30.76%+26.5pp | 378.56%-321.3pp |
| Employer contribution / active EE | $1,418 | $1,406+0.8% | $2,500-43.3% | $2,148-34.0% |
| Participant deferral / active EE | $1,850 | $2,564-27.9% | $3,603-48.7% | $3,539-47.7% |
| Admin fee / account holder | $165 | $132+25.6% | $5,418-96.9% | $142+16.3% |