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 10-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 INC2 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $24,321 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,870 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $67,221 | $70,908-5.2% | $98,907-32.0% | $73,488-8.5% |
| Participation rate | 70.9% | 73.8%-2.8pp | 76.0%-5.1pp | 70.7%+0.3pp |
| Annual return | 12.02% | 34.17%-22.1pp | 196.43%-184.4pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,606 | $3,500+3.0% | $4,244-15.0% | $3,740-3.6% |
| Admin fee / account holder | $233 | $535-56.4% | $6,642-96.5% | $513-54.6% |