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 Filed as: FSC SECURITIES CORP Service code 16 · EIN 58-1152673 | Consulting | $11,322 |
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 | $41,341 | $64,909-36.3% | $82,313-49.8% | $62,292-33.6% |
| Participation rate | 77.7% | 74.9%+2.8pp | 76.9%+0.8pp | 69.5%+8.2pp |
| Annual return | 14.20% | 21.18%-7.0pp | 25.88%-11.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $463 | $1,676-72.4% | $2,428-80.9% | $2,042-77.3% |
| Participant deferral / active EE | $2,685 | $3,103-13.5% | $3,706-27.5% | $3,169-15.3% |
| Admin fee / account holder | $86 | $440-80.5% | $5,608-98.5% | $479-82.2% |