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 INC4 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $15,998 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,742 | $74,706-28.1% | $75,696-29.0% | $79,386-32.3% |
| Participation rate | 88.4% | 75.3%+13.1pp | 74.8%+13.6pp | 70.7%+17.7pp |
| Annual return | 14.26% | 18.52%-4.3pp | 104.53%-90.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,494 | $3,533+27.2% | $3,821+17.6% | $4,046+11.1% |
| Admin fee / account holder | $101 | $374-73.0% | $3,619-97.2% | $626-83.8% |