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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $28,698 |
SAGEPOINT FINANCIAL INC7+ years Filed as: FSC SECURITIES CORP Service code 26 STE 1100 · ATLANTA, GA 30339 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,040 | $63,745+3.6% | $98,442-32.9% | $79,386-16.8% |
| Participation rate | 47.4% | 69.9%-22.4pp | 73.3%-25.9pp | 70.7%-23.3pp |
| Annual return | 14.21% | 625.80%-611.6pp | 1492.73%-1478.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,548 | $3,303-53.1% | $4,276-63.8% | $4,046-61.7% |
| Admin fee / account holder | $273 | $516-47.0% | $5,949-95.4% | $626-56.4% |