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 9-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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Service code 15 · EIN 20-1741754 810 SOUTH MASON RD · KATY, TX 77450 | Recordkeeping | $18,406 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $7,965 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,369 | $46,297-47.4% | $71,671-66.0% | $62,292-60.9% |
| Participation rate | 77.8% | 60.6%+17.1pp | 68.7%+9.0pp | 69.5%+8.3pp |
| Annual return | 14.77% | 22.32%-7.6pp | 20.65%-5.9pp | 28.90%-14.1pp |
| Employer contribution / active EE | $15 | $1,412-99.0% | $2,460-99.4% | $2,042-99.3% |
| Participant deferral / active EE | $2,097 | $2,235-6.2% | $3,438-39.0% | $3,169-33.8% |
| Admin fee / account holder | $129 | $461-72.0% | $5,558-97.7% | $479-73.1% |