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 9-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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $8,978 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,648 | $65,435-45.5% | $86,677-58.9% | $66,914-46.7% |
| Participation rate | 46.1% | 75.5%-29.4pp | 76.6%-30.5pp | 69.8%-23.7pp |
| Annual return | -17.59% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,799 | $2,153-16.5% | $2,836-36.6% | $2,544-29.3% |
| Participant deferral / active EE | $3,422 | $4,100-16.6% | $4,656-26.5% | $4,237-19.2% |
| Admin fee / account holder | $103 | $642-83.9% | $7,493-98.6% | $593-82.6% |