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 INC2 years Filed as: SAGEPOINT FINANCIAL FBO BRIAN Service code 26 WELLS FARGO LOCKBOX S4001-01A · TEMPE, AZ 85282 | Advisory (Participants) | $7,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,305 | $95,416-65.1% | $185,823-82.1% | $85,850-61.2% |
| Participation rate | 86.8% | 68.8%+18.1pp | 81.7%+5.1pp | 69.3%+17.5pp |
| Annual return | 12.83% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $406 | $3,314-87.7% | $5,167-92.1% | $2,565-84.2% |
| Participant deferral / active EE | $3,377 | $3,423-1.3% | $5,568-39.3% | $3,952-14.5% |
| Admin fee / account holder | $125 | $7,213-98.3% | $16,237-99.2% | $6,260-98.0% |