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 INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 12 · EIN 20-1741754 | Direct payment from the plan; Investm... | $24,964 |
Service code 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $2,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,245 | $74,552-59.4% | $62,995-52.0% | $69,631-56.6% |
| Participation rate | 46.3% | 78.3%-32.0pp | 74.8%-28.5pp | 70.7%-24.4pp |
| Annual return | 16.62% | 15.77%+0.8pp | 87.57%-71.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,647 | $2,929-43.8% | $2,759-40.3% | $2,032-19.0% |
| Participant deferral / active EE | $2,304 | $2,974-22.6% | $3,329-30.8% | $3,224-28.5% |
| Admin fee / account holder | $93 | $59+56.0% | $3,600-97.4% | $110-16.1% |