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 Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 80 5TH AVE · NEW YORK, NY 100118015 | Advisory (Plan) | $29,623 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,603 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,947 | $79,124-48.3% | $60,874-32.7% | $64,808-36.8% |
| Participation rate | 36.1% | 77.7%-41.6pp | 73.1%-37.0pp | 71.5%-35.4pp |
| Annual return | -15.38% | -7.13%-8.3pp | 16.90%-32.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,215 | $3,050-60.2% | $2,701-55.0% | $2,506-51.5% |
| Participant deferral / active EE | $2,426 | $3,725-34.9% | $3,817-36.4% | $4,310-43.7% |
| Admin fee / account holder | $174 | $106+64.3% | $3,224-94.6% | $188-7.6% |