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 | $13,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,994 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,372 | $55,449-65.1% | $83,848-76.9% | $56,287-65.6% |
| Participation rate | 51.2% | 68.0%-16.8pp | 76.1%-25.0pp | 69.9%-18.7pp |
| Annual return | 10.99% | -1.38%+12.4pp | 850.88%-839.9pp | -9.96%+20.9pp |
| Employer contribution / active EE | $64 | $2,430-97.4% | $3,631-98.2% | $2,111-97.0% |
| Participant deferral / active EE | $1,277 | $2,935-56.5% | $4,082-68.7% | $3,350-61.9% |
| Admin fee / account holder | $13 | $656-98.0% | $5,478-99.8% | $521-97.5% |