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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,224 |
SAGEPOINT FINANCIAL INC1+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 · EIN 20-1741754 | Advisory (Plan) | $34,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,587 | $52,884+118.6% | $84,750+36.4% | $55,167+109.5% |
| Participation rate | 63.1% | 67.5%-4.4pp | 76.6%-13.5pp | 69.0%-5.9pp |
| Annual return | 3.68% | 18.03%-14.3pp | 22.78%-19.1pp | 169.23%-165.5pp |
| Employer contribution / active EE | $5,751 | $2,233+157.5% | $3,574+60.9% | $1,963+193.0% |
| Participant deferral / active EE | $3,716 | $2,644+40.5% | $3,712+0.1% | $3,054+21.7% |
| Admin fee / account holder | $319 | $581-45.1% | $5,332-94.0% | $504-36.7% |