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 10-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,690 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $26,574 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,549 | $86,332+9.5% | $125,175-24.5% | $65,185+45.0% |
| Participation rate | 98.2% | 75.3%+22.9pp | 79.8%+18.5pp | 70.2%+28.0pp |
| Annual return | 17.46% | 27.43%-10.0pp | 43.79%-26.3pp | 29.38%-11.9pp |
| Employer contribution / active EE | $4,321 | $2,040+111.8% | $3,865+11.8% | $2,177+98.5% |
| Participant deferral / active EE | $1,974 | $3,537-44.2% | $4,937-60.0% | $3,514-43.8% |
| Admin fee / account holder | $2 | $609-99.7% | $9,702-100.0% | $847-99.8% |