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 INC2 years Service code 55 · EIN 20-1741754 | Other Commissions | $19,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,481 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $39,752 | $83,477-52.4% | $125,175-68.2% | $72,985-45.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.81% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,667 | $2,345+99.0% | $3,865+20.7% | $2,440+91.3% |
| Participant deferral / active EE | $12,802 | $3,585+257.1% | $4,937+159.3% | $3,607+254.9% |
| Admin fee / account holder | $9 | $5,517-99.8% | $9,702-99.9% | $5,124-99.8% |