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 INC5+ years Service code 55 · EIN 20-1741754 | Other Commissions | $21,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,116 |
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 | $62,438 | $98,982-36.9% | $162,163-61.5% | $65,185-4.2% |
| Participation rate | 94.7% | 85.8%+9.0pp | 87.6%+7.2pp | 70.2%+24.5pp |
| Annual return | 19.77% | 24.84%-5.1pp | 115.59%-95.8pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,467 | $3,467-28.8% | $5,614-56.1% | $2,177+13.3% |
| Participant deferral / active EE | $7,543 | $5,384+40.1% | $7,298+3.4% | $3,514+114.7% |
| Admin fee / account holder | $9 | $596-98.5% | $10,843-99.9% | $847-98.9% |