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 | $43,709 |
SAGEPOINT FINANCIAL INC4 years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $21,871 |
BKD, LLP4 years Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,613 | $50,458-75.0% | $159,960-92.1% | $64,808-80.5% |
| Participation rate | 89.9% | 68.0%+21.9pp | 78.0%+12.0pp | 71.5%+18.4pp |
| Annual return | -18.61% | -13.42%-5.2pp | 408.60%-427.2pp | 32.82%-51.4pp |
| Employer contribution / active EE | $524 | $1,722-69.6% | $4,226-87.6% | $2,506-79.1% |
| Participant deferral / active EE | $2,835 | $4,004-29.2% | $6,182-54.2% | $4,310-34.2% |
| Admin fee / account holder | $136 | $706-80.8% | $8,698-98.4% | $188-27.8% |