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 |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $9,351 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455797 | Recordkeeping fees; Recordkeeping and... | $6,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,604 | $49,451-42.2% | $79,550-64.0% | $66,914-57.3% |
| Participation rate | 56.3% | 61.3%-5.0pp | 69.5%-13.2pp | 69.8%-13.5pp |
| Annual return | -16.83% | 84.25%-101.1pp | 0.16%-17.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,125 | $3,159+30.6% | $3,985+3.5% | $4,237-2.6% |
| Admin fee / account holder | $170 | $595-71.3% | $6,832-97.5% | $593-71.3% |