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+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 17 · EIN 43-1451524 | Pension Consulting | $8,485 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,072 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,175 | $76,774-95.9% | $112,228-97.2% | $77,904-95.9% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.1%+17.2pp | 73.7%+18.6pp |
| Annual return | 0.00% | -10.25%+10.3pp | 27.45%-27.4pp | 12.21%-12.2pp |
| Employer contribution / active EE | $1,038 | $3,977-73.9% | $3,635-71.4% | $2,848-63.5% |
| Participant deferral / active EE | $1,842 | $3,778-51.2% | $4,728-61.0% | $4,806-61.7% |
| Admin fee / account holder | $7 | $239-97.2% | $6,410-99.9% | $133-94.9% |