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 | $43,315 |
SAGEPOINT FINANCIAL INC5 years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $21,773 |
BAKER TILLY US, LLP1 year Service code 16 · EIN 39-0859910 | Consulting | $11,340 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,071 |
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 | $16,676 | $56,638-70.6% | $169,368-90.2% | $74,419-77.6% |
| Participation rate | 73.5% | 67.5%+6.0pp | 77.1%-3.7pp | 70.7%+2.7pp |
| Annual return | 20.62% | 24.75%-4.1pp | 405.60%-385.0pp | 34.38%-13.8pp |
| Employer contribution / active EE | $596 | $2,027-70.6% | $4,013-85.1% | $2,637-77.4% |
| Participant deferral / active EE | $2,775 | $4,223-34.3% | $6,221-55.4% | $4,528-38.7% |
| Admin fee / account holder | $129 | $307-57.9% | $9,003-98.6% | $348-62.9% |