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 | $66,243 |
SAGEPOINT FINANCIAL INC2 years Service code 49 · EIN 20-1741754 | Other Services | $5,672 |
VECTOR BENEFITS INC2 years Service code 49 · EIN 38-2660593 | Other Services | $3,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,635 | $69,362+76.8% | $101,248+21.1% | $73,488+66.9% |
| Participation rate | 81.0% | 68.4%+12.6pp | 75.8%+5.1pp | 70.7%+10.3pp |
| Annual return | 17.24% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,017 | $2,628+14.8% | $3,660-17.6% | $2,270+32.9% |
| Participant deferral / active EE | $6,431 | $3,300+94.9% | $4,370+47.2% | $3,740+72.0% |
| Admin fee / account holder | $552 | $704-21.5% | $5,945-90.7% | $513+7.6% |