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 INC1 year Service code 27 · EIN 20-1741754 | Advisory (Plan) | $41,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,234 |
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 | $43,781 | $65,592-33.3% | $90,160-51.4% | $69,631-37.1% |
| Participation rate | 85.6% | 77.6%+7.9pp | 76.9%+8.7pp | 70.7%+14.9pp |
| Annual return | 22.83% | 57.10%-34.3pp | 34.88%-12.1pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $2,807 | $2,193+28.0% | $3,318-15.4% | $2,032+38.1% |
| Participant deferral / active EE | $8,474 | $5,257+61.2% | $5,288+60.3% | $3,224+162.9% |
| Admin fee / account holder | $153 | $86+78.7% | $5,943-97.4% | $110+38.7% |