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 SERVICES Service code 16 · EIN 20-1741754 | Consulting | $7,117 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,643 |
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 | $34,324 | $55,002-37.6% | $59,878-42.7% | $56,287-39.0% |
| Participation rate | 88.0% | 75.9%+12.1pp | 74.7%+13.3pp | 69.9%+18.2pp |
| Annual return | -1.93% | 1.13%-3.1pp | 3.46%-5.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,350 | $3,121+7.3% | $3,402-1.5% | $3,3500% |
| Admin fee / account holder | $30 | $236-87.2% | $3,590-99.2% | $521-94.2% |