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 13 · EIN 42-0127290 | Contract Administrator | $10,246 |
SAGEPOINT FINANCIAL INC1 year Service code 49 | Other Services | $5,324 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,189 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 49 · EIN 20-1741754 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,528 | $58,290-51.1% | $98,442-71.0% | $86,799-67.1% |
| Participation rate | 26.8% | 68.3%-41.6pp | 73.3%-46.6pp | 72.3%-45.5pp |
| Annual return | 160.01% | 43.48%+116.5pp | 1492.73%-1332.7pp | 97.91%+62.1pp |
| Employer contribution / active EE | $990 | $2,008-50.7% | $2,960-66.5% | $2,405-58.8% |
| Participant deferral / active EE | $2,170 | $3,152-31.1% | $4,276-49.2% | $4,131-47.5% |
| Admin fee / account holder | $43 | $138-68.8% | $5,949-99.3% | $170-74.7% |