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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $71,719 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $21,245 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,995 | $99,957-39.0% | $149,696-59.3% | $73,488-17.0% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 7.75% | 53.87%-46.1pp | 276.60%-268.9pp | 28.51%-20.8pp |
| Employer contribution / active EE | $1,484 | $3,191-53.5% | $4,644-68.0% | $2,270-34.6% |
| Participant deferral / active EE | $1,990 | $6,073-67.2% | $6,842-70.9% | $3,740-46.8% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |