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 Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,692 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,539 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $6,457 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,347 | $49,138+6.5% | $84,015-37.7% | $65,185-19.7% |
| Participation rate | 82.0% | 60.7%+21.3pp | 69.0%+13.0pp | 70.2%+11.8pp |
| Annual return | 13.65% | 23.00%-9.3pp | 71.31%-57.7pp | 29.38%-15.7pp |
| Employer contribution / active EE | $1,952 | $914+113.7% | $1,983-1.6% | $2,177-10.3% |
| Participant deferral / active EE | $2,080 | $2,397-13.2% | $3,239-35.8% | $3,514-40.8% |
| Admin fee / account holder | $132 | $543-75.7% | $6,101-97.8% | $847-84.4% |