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 INC2 years Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,797 |
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 | $93,970 | $59,186+58.8% | $76,768+22.4% | $56,287+67.0% |
| Participation rate | 96.7% | 75.2%+21.5pp | 77.0%+19.7pp | 69.9%+26.9pp |
| Annual return | -5.49% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,109 | $1,759+19.9% | $2,485-15.1% | $2,111-0.1% |
| Participant deferral / active EE | $3,080 | $3,255-5.4% | $3,852-20.0% | $3,350-8.0% |
| Admin fee / account holder | $278 | $489-43.1% | $6,675-95.8% | $521-46.6% |