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 9-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 INC2 years Filed as: SAGEPOINT FINANCIAL Service code 26 90 SEVENTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $10,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,775 | $47,922+3.9% | $75,886-34.4% | $65,185-23.6% |
| Participation rate | 22.7% | 63.0%-40.3pp | 69.3%-46.6pp | 70.2%-47.5pp |
| Annual return | 23.91% | 24.12%-0.2pp | 30.76%-6.8pp | 29.38%-5.5pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,068 | $2,550-58.1% | $3,603-70.3% | $3,514-69.6% |
| Admin fee / account holder | $233 | $532-56.2% | $5,418-95.7% | $847-72.5% |