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 INC7 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 2800 N CENTRAL AVE · PHOENIX, AZ 850041098 | Advisory (Plan) | $26,177 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $20,528 |
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 | $47,505 | $83,884-43.4% | $64,056-25.8% | $74,419-36.2% |
| Participation rate | 31.6% | 76.6%-45.1pp | 72.3%-40.7pp | 70.7%-39.2pp |
| Annual return | 13.76% | 16.57%-2.8pp | 33.69%-19.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,514 | $3,084-50.9% | $2,747-44.9% | $2,637-42.6% |
| Participant deferral / active EE | $2,953 | $3,692-20.0% | $3,880-23.9% | $4,528-34.8% |
| Admin fee / account holder | $190 | $196-3.1% | $3,068-93.8% | $348-45.4% |