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 Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $13,266 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,581 |
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 | $40,395 | $60,795-33.6% | $69,455-41.8% | $65,185-38.0% |
| Participation rate | 89.0% | 74.9%+14.2pp | 74.6%+14.4pp | 70.2%+18.8pp |
| Annual return | 18.49% | 17.46%+1.0pp | 28.97%-10.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,687 | $3,162+16.6% | $3,535+4.3% | $3,514+4.9% |
| Admin fee / account holder | $76 | $314-75.8% | $3,839-98.0% | $847-91.0% |