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 INC6+ years Service code 55 · EIN 20-1741754 | Other Commissions | $25,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,901 | $99,957-46.1% | $149,696-64.0% | $73,488-26.7% |
| Participation rate | 78.8% | 75.7%+3.1pp | 82.5%-3.7pp | 70.7%+8.1pp |
| Annual return | 29.56% | 53.87%-24.3pp | 276.60%-247.0pp | 28.51%+1.0pp |
| Employer contribution / active EE | $3,812 | $3,191+19.5% | $4,644-17.9% | $2,270+67.9% |
| Participant deferral / active EE | $8,951 | $6,073+47.4% | $6,842+30.8% | $3,740+139.4% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.0% |