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 INC4 years Filed as: SAGEPOINT FINANCIAL Service code 26 90 SEVENTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $15,951 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,960 | $60,776-1.3% | $85,682-30.0% | $79,386-24.5% |
| Participation rate | 38.0% | 62.1%-24.1pp | 69.9%-31.9pp | 70.7%-32.7pp |
| Annual return | 16.46% | 16.57%-0.1pp | 21.49%-5.0pp | 116.85%-100.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,840 | $2,919-36.9% | $3,923-53.1% | $4,046-54.5% |
| Admin fee / account holder | $289 | $438-34.1% | $6,873-95.8% | $626-53.9% |