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 INC2+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $14,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,858 |
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 | $22,744 | $36,916-38.4% | $156,549-85.5% | $57,658-60.6% |
| Participation rate | 93.2% | 63.4%+29.7pp | 84.0%+9.2pp | 70.2%+23.0pp |
| Annual return | 9.02% | 12.38%-3.4pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $519 | $1,571-66.9% | $5,501-90.6% | $1,974-73.7% |
| Participant deferral / active EE | $2,875 | $1,926+49.3% | $4,871-41.0% | $3,061-6.1% |
| Admin fee / account holder | $88 | $82+6.2% | $13,027-99.3% | $95-7.4% |