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 Service code 55 · EIN 20-1741754 | Other Commissions | $15,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,891 |
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 | $89,516 | $63,299+41.4% | $91,001-1.6% | $62,292+43.7% |
| Participation rate | 86.0% | 73.3%+12.7pp | 75.6%+10.4pp | 69.5%+16.5pp |
| Annual return | 18.34% | 20.99%-2.7pp | 4.60%+13.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,198 | $1,807+21.6% | $2,456-10.5% | $2,042+7.6% |
| Participant deferral / active EE | $4,703 | $2,943+59.8% | $3,547+32.6% | $3,169+48.4% |
| Admin fee / account holder | $74 | $468-84.2% | $5,417-98.6% | $479-84.5% |