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 10-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 |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $10,532 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $9,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $7,743 | $23,119-66.5% | $71,086-89.1% | $75,289-89.7% |
| Participation rate | 23.6% | 36.3%-12.7pp | 54.7%-31.0pp | 72.4%-48.8pp |
| Annual return | -14.07% | -3.32%-10.8pp | 650.59%-664.7pp | -0.04%-14.0pp |
| Employer contribution / active EE | $405 | $399+1.5% | $1,088-62.8% | $2,405-83.2% |
| Participant deferral / active EE | $668 | $960-30.5% | $1,874-64.4% | $3,739-82.1% |
| Admin fee / account holder | $0 | $89-100.0% | $3,082-100.0% | $102-100.0% |