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 9-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 13 · EIN 06-1050034 | Contract Administrator | $2,194 |
SAGEPOINT FINANCIAL INC1+ years Filed as: SAGEPOINT FINANCIAL, INC. DBA FIDUC Service code 33 · EIN 20-1741754 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,242 | $54,541-15.2% | $78,778-41.3% | $70,131-34.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 17.32% | 21.07%-3.7pp | 35.62%-18.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,542 | $2,210+60.3% | $2,958+19.7% | $3,332+6.3% |
| Admin fee / account holder | $19 | $3,709-99.5% | $5,134-99.6% | $4,645-99.6% |