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 Service code 27 · EIN 20-1741754 | Advisory (Plan) | $30,729 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,118 | $57,065-8.7% | $75,670-31.1% | $70,131-25.7% |
| Participation rate | 60.2% | 68.1%-7.9pp | 72.3%-12.1pp | 69.5%-9.3pp |
| Annual return | 16.89% | 23.57%-6.7pp | 27.34%-10.5pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,250 | $1,817+23.9% | $2,352-4.3% | $2,342-4.0% |
| Participant deferral / active EE | $5,018 | $2,580+94.5% | $3,142+59.7% | $3,332+50.6% |
| Admin fee / account holder | $445 | $3,825-88.4% | $5,800-92.3% | $4,645-90.4% |