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 37 · EIN 04-2647786 | Loan Processing | $35,050 |
SAGEPOINT FINANCIAL INC1 year Filed as: CLOSED DLR-FSC SECURITIES CORP Service code 27 · EIN 58-1288674 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,561 | $102,317-50.6% | $146,958-65.6% | $80,856-37.5% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 12.94% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,029 | $3,713-72.3% | $4,933-79.1% | $2,755-62.7% |
| Participant deferral / active EE | $13,649 | $6,644+105.4% | $8,070+69.1% | $4,296+217.7% |
| Admin fee / account holder | $282 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |