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 3-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 INC1 year Filed as: FSC ANNUITY INSURANCE CO.OF AMERICA Service code 27 · EIN 58-1288674 2300 WINDY RIDGE PKWY · ATLANTA, GA 30339 | Advisory (Plan) | $20,527 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,120 |
Filed as: STALKER & ASSOCIATES,INC Service code 13 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $9,828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,259 | $54,701+28.4% | $86,188-18.5% | $71,457-1.7% |
| Participation rate | 73.8% | 60.1%+13.7pp | 69.0%+4.8pp | 67.9%+5.8pp |
| Annual return | 12.71% | 20.06%-7.3pp | 1168.45%-1155.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,816 | $1,265+43.5% | $2,380-23.7% | $2,588-29.8% |
| Participant deferral / active EE | $2,870 | $3,108-7.7% | $3,985-28.0% | $4,289-33.1% |
| Admin fee / account holder | $387 | $1,922-79.8% | $6,852-94.3% | $1,587-75.6% |