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 INC4+ years Service code 55 · EIN 20-1741754 | Other Commissions | $24,013 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,089 |
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 | $53,449 | $79,523-32.8% | $140,016-61.8% | $56,287-5.0% |
| Participation rate | 97.8% | 85.7%+12.1pp | 87.5%+10.3pp | 69.9%+28.0pp |
| Annual return | -5.61% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,110 | $3,350-37.0% | $5,606-62.4% | $2,1110% |
| Participant deferral / active EE | $6,713 | $5,129+30.9% | $6,927-3.1% | $3,350+100.4% |
| Admin fee / account holder | $10 | $614-98.3% | $10,705-99.9% | $521-98.0% |