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 INC5 years Filed as: SAGEPOINT FINANCIAL Service code 26 · EIN 20-1741754 90 SEVENTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $16,091 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,933 | $63,442-16.6% | $68,791-23.1% | $66,914-20.9% |
| Participation rate | 27.1% | 60.0%-32.8pp | 69.0%-41.9pp | 69.8%-42.7pp |
| Annual return | -16.83% | -8.29%-8.5pp | -6.38%-10.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,419 | $2,945-51.8% | $3,941-64.0% | $4,237-66.5% |
| Admin fee / account holder | $291 | $577-49.5% | $4,932-94.1% | $593-50.9% |