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 INC4+ years Filed as: RESOURCE INVESTMENT ADVISORS INC. Service code 99 | Other Fees | $16,046 |
ASCENSUS LLC2 years 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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,679 | $82,202-82.1% | $125,339-88.3% | $64,808-77.3% |
| Participation rate | 74.1% | 77.9%-3.7pp | 82.4%-8.2pp | 71.5%+2.7pp |
| Annual return | -18.02% | 3.48%-21.5pp | 572.05%-590.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,537 | $7,175-78.6% | $7,446-79.4% | $4,310-64.3% |
| Admin fee / account holder | $178 | $163+8.8% | $10,010-98.2% | $188-5.4% |