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 INC1 year Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,003 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,143 | $89,355-27.1% | $141,162-53.9% | $72,985-10.7% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.5%+3.4pp | 69.5%+16.4pp |
| Annual return | 20.82% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,368 | $5,418+128.3% | $6,709+84.4% | $3,607+242.9% |
| Admin fee / account holder | $83 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |