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 INC6 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $17,915 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,113 | $65,557-14.4% | $64,056-12.4% | $71,457-21.5% |
| Participation rate | 88.0% | 73.2%+14.8pp | 72.3%+15.7pp | 67.9%+20.1pp |
| Annual return | 14.48% | 18.94%-4.5pp | 33.69%-19.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,786 | $3,626+32.0% | $3,880+23.4% | $4,289+11.6% |
| Admin fee / account holder | $102 | $616-83.4% | $3,068-96.7% | $1,587-93.6% |