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 INC2+ years Service code 55 2800 N CENTRAL AVE STE 2100 · PHOENIX, AZ 85004 | Other Commissions | $5,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,101 |
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 | $56,897 | $74,089-23.2% | $133,980-57.5% | $55,167+3.1% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.1%+10.4pp | 69.0%+28.5pp |
| Annual return | 8.65% | 12.11%-3.5pp | 29.30%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,104 | $3,064-31.3% | $5,211-59.6% | $1,963+7.2% |
| Participant deferral / active EE | $6,841 | $4,678+46.2% | $6,282+8.9% | $3,054+124.0% |
| Admin fee / account holder | $16 | $458-96.5% | $9,324-99.8% | $504-96.8% |