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 INC3+ years Filed as: RESOURCE INVESTMENT ADVISORS INC. Service code 99 | Other Fees | $19,094 |
ASCENSUS LLC1 year Filed as: DWC, ERISA CONSULTANTS LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,329 | $104,317-81.5% | $159,436-87.9% | $86,799-77.7% |
| Participation rate | 69.5% | 77.7%-8.2pp | 82.8%-13.3pp | 72.3%-2.8pp |
| Annual return | 14.98% | 26.32%-11.3pp | 263.57%-248.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,388 | $6,837-79.7% | $7,352-81.1% | $4,131-66.4% |
| Admin fee / account holder | $212 | $172+23.1% | $10,799-98.0% | $170+25.0% |