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 INC5+ years Service code 55 · EIN 20-1741754 | Other Commissions | $31,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,485 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,680 | $89,652-55.7% | $141,162-71.9% | $65,185-39.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.5%-2.5pp | 70.2%+9.8pp |
| Annual return | -1.78% | 32.79%-34.6pp | 71.39%-73.2pp | 29.38%-31.2pp |
| Employer contribution / active EE | $3,292 | $3,065+7.4% | $4,735-30.5% | $2,177+51.2% |
| Participant deferral / active EE | $7,971 | $5,691+40.1% | $6,709+18.8% | $3,514+126.9% |
| Admin fee / account holder | $12 | $569-97.8% | $10,261-99.9% | $847-98.6% |