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 INC4+ years Service code 55 · EIN 20-1741754 | Other Commissions | $27,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $788 |
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 | $34,653 | $73,102-52.6% | $123,544-72.0% | $56,287-38.4% |
| Participation rate | 77.8% | 74.3%+3.5pp | 82.3%-4.5pp | 69.9%+7.9pp |
| Annual return | 29.14% | 3.01%+26.1pp | 119.20%-90.1pp | -9.96%+39.1pp |
| Employer contribution / active EE | $5,259 | $2,977+76.7% | $4,628+13.6% | $2,111+149.1% |
| Participant deferral / active EE | $9,429 | $5,423+73.9% | $6,426+46.7% | $3,350+181.5% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.3% |