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 INC9+ years Filed as: FSC SECURITIES CORP Service code 26 STE 1100 · ATLANTA, GA 30339 | Advisory (Participants) | $27,334 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,438 |
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 | $65,260 | $58,264+12.0% | $86,612-24.7% | $71,457-8.7% |
| Participation rate | 48.7% | 65.0%-16.3pp | 71.7%-23.0pp | 67.9%-19.2pp |
| Annual return | 21.31% | 21.63%-0.3pp | 591.07%-569.8pp | 28.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,075 | $3,436-39.6% | $4,438-53.2% | $4,289-51.6% |
| Admin fee / account holder | $236 | $1,057-77.7% | $5,614-95.8% | $1,587-85.2% |