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 60 · EIN 04-2647786 | Sub-TA Fees | $35,016 |
SAGEPOINT FINANCIAL INC2 years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $17,481 |
BKD, LLP2 years Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $16,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,891 | $56,152-75.3% | $185,823-92.5% | $73,409-81.1% |
| Participation rate | 85.6% | 67.6%+18.1pp | 78.0%+7.6pp | 72.2%+13.4pp |
| Annual return | 15.49% | 17.59%-2.1pp | 35.95%-20.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $478 | $1,532-68.8% | $4,087-88.3% | $2,234-78.6% |
| Participant deferral / active EE | $2,136 | $3,659-41.6% | $5,632-62.1% | $3,805-43.9% |
| Admin fee / account holder | $118 | $132-10.7% | $9,500-98.8% | $158-25.3% |