Filed October 14, 2020
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC3+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $37,891 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,595 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $6 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $42,323 | $53,925-21.5% | $75,670-44.1% | $69,631-39.2% |
| Participation rate | 98.1% | 71.2%+26.9pp | 72.3%+25.8pp | 70.7%+27.5pp |
| Annual return | 15.01% | 17.84%-2.8pp | 27.34%-12.3pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $2,265 | $1,802+25.7% | $2,352-3.7% | $2,032+11.4% |
| Participant deferral / active EE | $3,330 | $2,569+29.6% | $3,142+6.0% | $3,224+3.3% |
| Admin fee / account holder | $98 | $97+0.8% | $5,800-98.3% | $110-11.4% |