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 INC3+ years Filed as: FSC SECURITIES CORP Service code 27 3585 ATLANTA AVE. · HAPEVILLE, GA 30354 | Advisory (Plan) | $53,104 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,430 |
BUCKNO LISICKY & COMPANY3+ years Service code 10 · EIN 23-2426656 TWO CITY CENTER · ALLENTOWN, PA 18101 | Accounting | $14,995 |
NATIONAL ADMINISTRATION, INC.3+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $13,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,464 | $65,061+0.6% | $143,757-54.5% | $66,914-2.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.62% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,941 | $2,361+24.6% | $4,951-40.6% | $2,544+15.6% |
| Participant deferral / active EE | $6,102 | $2,919+109.0% | $5,637+8.2% | $4,237+44.0% |
| Admin fee / account holder | $320 | $502-36.3% | $14,673-97.8% | $593-46.1% |