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+ years Filed as: SAGEPOINT FINANCIAL,INC Service code 16 · EIN 20-1741754 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,809 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,381 | $72,770-11.5% | $67,652-4.8% | $55,191+16.6% |
| Participation rate | 92.2% | 78.8%+13.4pp | 75.7%+16.5pp | 69.2%+23.0pp |
| Annual return | 0.11% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $260 | $1,769-85.3% | $2,266-88.5% | $1,899-86.3% |
| Participant deferral / active EE | $4,207 | $3,408+23.5% | $3,560+18.2% | $3,046+38.1% |
| Admin fee / account holder | $153 | $79+94.1% | $4,821-96.8% | $91+68.5% |