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 INC3+ years Service code 55 · EIN 20-1741754 | Other Commissions | $8,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,013 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,518 | $78,705-51.1% | $117,854-67.3% | $70,131-45.1% |
| Participation rate | 94.7% | 73.2%+21.5pp | 79.7%+15.0pp | 69.5%+25.1pp |
| Annual return | 14.24% | 23.30%-9.1pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $42 | $2,223-98.1% | $3,786-98.9% | $2,342-98.2% |
| Participant deferral / active EE | $2,632 | $3,297-20.2% | $4,482-41.3% | $3,332-21.0% |
| Admin fee / account holder | $20 | $5,065-99.6% | $8,020-99.8% | $4,645-99.6% |