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 | $21,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,697 |
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 | $57,211 | $89,739-36.2% | $149,718-61.8% | $62,292-8.2% |
| Participation rate | 98.4% | 85.1%+13.3pp | 87.1%+11.3pp | 69.5%+28.9pp |
| Annual return | 18.78% | 21.01%-2.2pp | 1501.63%-1482.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,196 | $3,233-32.1% | $5,445-59.7% | $2,042+7.5% |
| Participant deferral / active EE | $6,692 | $4,797+39.5% | $6,569+1.9% | $3,169+111.2% |
| Admin fee / account holder | $17 | $551-96.9% | $11,283-99.8% | $479-96.4% |