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) | $23,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
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 | $45,008 | $73,102-38.4% | $123,544-63.6% | $56,287-20.0% |
| Participation rate | 88.6% | 74.3%+14.3pp | 82.3%+6.3pp | 69.9%+18.8pp |
| Annual return | 11.02% | 3.01%+8.0pp | 119.20%-108.2pp | -9.96%+21.0pp |
| Employer contribution / active EE | $2,855 | $2,977-4.1% | $4,628-38.3% | $2,111+35.3% |
| Participant deferral / active EE | $9,539 | $5,423+75.9% | $6,426+48.5% | $3,350+184.8% |
| Admin fee / account holder | $111 | $554-80.0% | $9,284-98.8% | $521-78.8% |