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 INC2+ years Service code 55 2800 N. CENTRAL AVE. · PHOENIX, AZ 85004 | Other Commissions | $16,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,109 |
NATIONAL FINANCIAL SERVICES2+ years 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,710 | $56,629-3.4% | $77,999-29.9% | $55,167-0.8% |
| Participation rate | 67.3% | 73.3%-6.0pp | 75.5%-8.2pp | 69.0%-1.7pp |
| Annual return | 7.25% | 2866.98%-2859.7pp | 425.96%-418.7pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,557 | $1,723-9.6% | $2,470-37.0% | $1,963-20.6% |
| Participant deferral / active EE | $3,400 | $2,777+22.4% | $3,497-2.8% | $3,054+11.3% |
| Admin fee / account holder | $62 | $467-86.6% | $5,480-98.9% | $504-87.6% |