See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL Service code 28 103 PARK ST · LEWISTON, ME 04240 | Investment Management | $32,443 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,042 | $122,239-24.7% | $184,203-50.0% | $74,495+23.6% |
| Participation rate | 68.4% | 85.5%-17.1pp | 86.8%-18.4pp | 67.2%+1.2pp |
| Annual return | 14.96% | 19.95%-5.0pp | 28.81%-13.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,288 | $4,537-49.6% | $6,427-64.4% | $2,623-12.8% |
| Participant deferral / active EE | $5,102 | $7,139-28.5% | $9,131-44.1% | $4,346+17.4% |
| Admin fee / account holder | $395 | $1,260-68.6% | $13,901-97.2% | $1,942-79.6% |