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 | $20,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,390 | $63,299+4.9% | $91,001-27.0% | $62,292+6.6% |
| Participation rate | 68.8% | 73.3%-4.6pp | 75.6%-6.9pp | 69.5%-0.8pp |
| Annual return | 22.26% | 20.99%+1.3pp | 4.60%+17.7pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,663 | $1,807-7.9% | $2,456-32.3% | $2,042-18.6% |
| Participant deferral / active EE | $3,777 | $2,943+28.4% | $3,547+6.5% | $3,169+19.2% |
| Admin fee / account holder | $64 | $468-86.4% | $5,417-98.8% | $479-86.8% |