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 5-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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC SECURITIES CORP Service code 27 3585 ATLANTA AVE. · HAPEVILLE, GA 30354 | Advisory (Plan) | $31,821 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,798 |
BUCKNO LISICKY & COMPANY1+ years Service code 10 · EIN 23-2426656 TWO CITY CENTER · ALLENTOWN, PA 18101 | Accounting | $13,865 |
WHARTON HILL ADVISORS1+ years Filed as: WHARTON BUSINESS GROUP Service code 27 110 N. PHOENIXVILLE PK · MALVERN, PA 19355 | Advisory (Plan) | $10,792 |
NATIONAL ADMINISTRATION, INC.1+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $9,985 |
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 | $72,401 | $58,879+23.0% | $178,490-59.4% | $73,488-1.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.28% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,392 | $2,236+6.9% | $5,011-52.3% | $2,270+5.4% |
| Participant deferral / active EE | $5,228 | $2,567+103.6% | $5,202+0.5% | $3,740+39.8% |
| Admin fee / account holder | $292 | $400-27.0% | $13,984-97.9% | $513-43.1% |