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 INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 26 · EIN 20-1741754 20 E. THOMAS ROAD · PHOENIX, AZ 85012 | Advisory (Participants) | $11,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,596 | $60,323-29.4% | $81,812-47.9% | $74,495-42.8% |
| Participation rate | 55.4% | 62.9%-7.5pp | 72.3%-17.0pp | 67.2%-11.8pp |
| Annual return | 18.10% | 16.90%+1.2pp | 773.79%-755.7pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $442 | $2,620-83.1% | $2,912-84.8% | $2,623-83.2% |
| Participant deferral / active EE | $2,230 | $3,387-34.2% | $4,319-48.4% | $4,346-48.7% |
| Admin fee / account holder | $109 | $1,486-92.7% | $7,386-98.5% | $1,942-94.4% |