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 INC3+ years Service code 55 | Other Commissions | $11,515 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $1,967 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $56 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,144 | $48,576-29.7% | $169,463-79.9% | $56,287-39.3% |
| Participation rate | 50.0% | 65.8%-15.8pp | 77.8%-27.8pp | 69.9%-19.9pp |
| Annual return | -5.47% | -2.51%-3.0pp | 1.83%-7.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $275 | $1,559-82.4% | $4,159-93.4% | $2,111-87.0% |
| Participant deferral / active EE | $2,269 | $3,275-30.7% | $5,277-57.0% | $3,350-32.3% |
| Admin fee / account holder | $56 | $435-87.2% | $9,109-99.4% | $521-89.3% |