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 INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 17 PO BOX 735399 · DALLAS, TX 75373 | Pension Consulting | $21,731 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $11,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,932 | $72,607-54.6% | $90,749-63.7% | $66,914-50.8% |
| Participation rate | 85.5% | 73.7%+11.8pp | 75.7%+9.8pp | 69.8%+15.7pp |
| Annual return | -14.79% | -12.28%-2.5pp | -12.16%-2.6pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,149 | $2,369-51.5% | $2,921-60.7% | $2,544-54.9% |
| Participant deferral / active EE | $2,375 | $3,977-40.3% | $4,564-48.0% | $4,237-43.9% |
| Admin fee / account holder | $237 | $707-66.5% | $8,445-97.2% | $593-60.0% |