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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $73,623 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $31,079 |
Employer contribution per participant 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 | $94,752 | $70,908+33.6% | $98,907-4.2% | $73,488+28.9% |
| Participation rate | 87.0% | 73.8%+13.3pp | 76.0%+11.0pp | 70.7%+16.3pp |
| Annual return | 13.11% | 34.17%-21.1pp | 196.43%-183.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,631 | $3,500-53.4% | $4,244-61.6% | $3,740-56.4% |
| Admin fee / account holder | $14 | $535-97.5% | $6,642-99.8% | $513-97.4% |