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 Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 80 5TH AVE · NEW YORK, NY 100118015 | Advisory (Plan) | $27,377 |
Service code 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $8,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,258 | $84,948-60.8% | $70,449-52.8% | $73,409-54.7% |
| Participation rate | 42.2% | 79.9%-37.7pp | 75.1%-32.8pp | 72.2%-29.9pp |
| Annual return | 5.29% | 13.39%-8.1pp | 109.03%-103.7pp | 59.29%-54.0pp |
| Employer contribution / active EE | $1,767 | $2,834-37.6% | $2,737-35.4% | $2,234-20.9% |
| Participant deferral / active EE | $2,594 | $3,387-23.4% | $3,709-30.0% | $3,805-31.8% |
| Admin fee / account holder | $138 | $98+40.3% | $3,845-96.4% | $158-12.8% |