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 Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $12,252 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,689 | $65,322-30.1% | $70,449-35.1% | $73,488-37.8% |
| Participation rate | 87.9% | 77.0%+11.0pp | 75.1%+12.9pp | 70.7%+17.2pp |
| Annual return | 11.61% | 15.71%-4.1pp | 109.03%-97.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,558 | $3,375+5.4% | $3,709-4.1% | $3,740-4.8% |
| Admin fee / account holder | $74 | $214-65.2% | $3,845-98.1% | $513-85.5% |