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 INC6+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $17,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,480 |
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 | $78,085 | $136,307-42.7% | $177,821-56.1% | $73,488+6.3% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.7%+11.5pp | 70.7%+28.5pp |
| Annual return | 16.56% | 18.68%-2.1pp | 48.32%-31.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,815 | $3,712-24.2% | $5,918-52.4% | $2,270+24.0% |
| Participant deferral / active EE | $8,160 | $5,829+40.0% | $7,714+5.8% | $3,740+118.2% |
| Admin fee / account holder | $153 | $596-74.3% | $12,427-98.8% | $513-70.1% |