See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50,329 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $37,035 |
SAGEPOINT FINANCIAL INC1 year Filed as: CLOSED DLR-SAGEPOINT FINANCIAL INC Service code 27 · EIN 20-1741754 | Advisory (Plan) | $19,175 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,244 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $6,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,105 | $58,644-81.1% | $177,989-93.8% | $199,593-94.4% |
| Participation rate | 66.1% | 65.5%+0.7pp | 77.1%-10.9pp | 72.0%-5.8pp |
| Annual return | 15.31% | 19.25%-3.9pp | 294.48%-279.2pp | 34.25%-18.9pp |
| Employer contribution / active EE | $369 | $1,801-79.5% | $3,949-90.6% | $3,034-87.8% |
| Participant deferral / active EE | $1,789 | $4,248-57.9% | $6,276-71.5% | $5,087-64.8% |
| Admin fee / account holder | $121 | $145-17.1% | $10,363-98.8% | $269-55.2% |