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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,322 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $86,193 |
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 | $83,126 | $88,122-5.7% | $141,162-41.1% | $67,579+23.0% |
| Participation rate | 94.3% | 76.5%+17.9pp | 82.5%+11.9pp | 71.3%+23.0pp |
| Annual return | 23.25% | 75.40%-52.2pp | 71.39%-48.1pp | 378.56%-355.3pp |
| Employer contribution / active EE | $3,251 | $3,224+0.8% | $4,735-31.3% | $2,148+51.4% |
| Participant deferral / active EE | $11,549 | $5,958+93.8% | $6,709+72.1% | $3,539+226.3% |
| Admin fee / account holder | $154 | $131+18.0% | $10,261-98.5% | $142+8.5% |