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 INC3 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 80 5TH AVE · NEW YORK, NY 100118015 | Advisory (Plan) | $30,559 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $13,016 |
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).
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 | $31,667 | $95,542-66.9% | $69,455-54.4% | $67,579-53.1% |
| Participation rate | 35.9% | 79.4%-43.4pp | 74.6%-38.7pp | 71.3%-35.3pp |
| Annual return | 8.04% | 17.67%-9.6pp | 28.97%-20.9pp | 378.56%-370.5pp |
| Employer contribution / active EE | $1,236 | $2,989-58.6% | $2,779-55.5% | $2,148-42.5% |
| Participant deferral / active EE | $2,121 | $3,263-35.0% | $3,535-40.0% | $3,539-40.1% |
| Admin fee / account holder | $165 | $90+83.7% | $3,839-95.7% | $142+16.0% |