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 13 · EIN 41-0417830 | Contract Administrator | $18,517 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 17 PO BOX 735399 · DALLAS, TX 75373 | Pension Consulting | $18,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,405 | $71,516-39.3% | $98,439-55.9% | $71,457-39.3% |
| Participation rate | 86.3% | 72.7%+13.6pp | 75.2%+11.1pp | 67.9%+18.3pp |
| Annual return | 15.56% | 32.41%-16.9pp | 21.16%-5.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,250 | $2,399-47.9% | $3,048-59.0% | $2,588-51.7% |
| Participant deferral / active EE | $2,687 | $4,109-34.6% | $4,738-43.3% | $4,289-37.3% |
| Admin fee / account holder | $275 | $1,675-83.6% | $8,948-96.9% | $1,587-82.7% |