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 INC5 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $15,976 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,435 | $60,989-20.6% | $60,874-20.4% | $66,914-27.6% |
| Participation rate | 88.1% | 74.5%+13.6pp | 73.1%+14.9pp | 69.8%+18.2pp |
| Annual return | -10.42% | -9.60%-0.8pp | 16.90%-27.3pp | 1.58%-12.0pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,603 | $3,615+27.3% | $3,817+20.6% | $4,237+8.6% |
| Admin fee / account holder | $83 | $338-75.4% | $3,224-97.4% | $593-86.0% |