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 9-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 Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $104,206 |
Service code 37 · EIN 35-0145825 | Loan Processing | $69,420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,649 | $89,355-32.1% | $141,162-57.0% | $72,985-16.9% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 10.51% | 111.85%-101.3pp | 71.39%-60.9pp | 81.00%-70.5pp |
| Employer contribution / active EE | $3,065 | $3,114-1.6% | $4,735-35.3% | $2,440+25.6% |
| Participant deferral / active EE | $4,533 | $5,418-16.3% | $6,709-32.4% | $3,607+25.7% |
| Admin fee / account holder | $8 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |