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 7-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+ years Filed as: RESOURCE INVESTMENT ADVISORS INC. Service code 99 | Other Fees | $27,700 |
ASCENSUS LLC1+ years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Contract Administrator | $749 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $15,688 | $88,122-82.2% | $141,162-88.9% | $67,579-76.8% |
| Participation rate | 44.1% | 76.5%-32.3pp | 82.5%-38.3pp | 71.3%-27.1pp |
| Annual return | 424.07% | 75.40%+348.7pp | 71.39%+352.7pp | 378.56%+45.5pp |
| Employer contribution / active EE | $414 | $3,224-87.2% | $4,735-91.3% | $2,148-80.7% |
| Participant deferral / active EE | $1,014 | $5,958-83.0% | $6,709-84.9% | $3,539-71.4% |
| Admin fee / account holder | $39 | $131-70.2% | $10,261-99.6% | $142-72.6% |