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 2800 N CENTRAL AVE STE 2100 · PHOENIX, AZ 85004 | Other Commissions | $16,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,922 | $56,629+42.9% | $77,999+3.7% | $55,167+46.7% |
| Participation rate | 81.5% | 73.3%+8.2pp | 75.5%+6.0pp | 69.0%+12.5pp |
| Annual return | 11.21% | 2866.98%-2855.8pp | 425.96%-414.8pp | 169.23%-158.0pp |
| Employer contribution / active EE | $2,040 | $1,723+18.4% | $2,470-17.4% | $1,963+3.9% |
| Participant deferral / active EE | $4,212 | $2,777+51.7% | $3,497+20.4% | $3,054+37.9% |
| Admin fee / account holder | $12 | $467-97.4% | $5,480-99.8% | $504-97.6% |