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 INC1 year Filed as: SAGEPOINT FINANCIAL FBO BRIAN Service code 26 WELLS FARGO LOCKBOX S4001-01A · TEMPE, AZ 85282 | Advisory (Participants) | $6,038 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,941 | $51,620-82.7% | $90,281-90.1% | $65,185-86.3% |
| Participation rate | 76.7% | 68.6%+8.1pp | 73.3%+3.4pp | 70.2%+6.5pp |
| Annual return | 21.84% | 24.94%-3.1pp | 78.10%-56.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $942 | $2,235-57.9% | $2,854-67.0% | $2,177-56.7% |
| Participant deferral / active EE | $1,155 | $2,871-59.8% | $3,885-70.3% | $3,514-67.1% |
| Admin fee / account holder | $35 | $384-90.8% | $5,351-99.3% | $847-95.8% |