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 Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 80 5TH AVE · NEW YORK, NY 100118015 | Advisory (Plan) | $32,092 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,021 | $94,833-53.6% | $75,696-41.8% | $86,799-49.3% |
| Participation rate | 41.9% | 79.1%-37.2pp | 74.8%-32.9pp | 72.3%-30.4pp |
| Annual return | 31.30% | 16.91%+14.4pp | 104.53%-73.2pp | 97.91%-66.6pp |
| Employer contribution / active EE | $1,311 | $2,904-54.9% | $2,743-52.2% | $2,405-45.5% |
| Participant deferral / active EE | $2,580 | $3,632-29.0% | $3,821-32.5% | $4,131-37.5% |
| Admin fee / account holder | $170 | $109+56.4% | $3,619-95.3% | $170+0.2% |