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 7-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 | $30,036 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 49 · EIN 58-1288674 | Other Services | $16,874 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $6,861 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,966 | $59,159-39.2% | $159,960-77.5% | $66,914-46.3% |
| Participation rate | 64.7% | 68.1%-3.4pp | 78.0%-13.2pp | 69.8%-5.1pp |
| Annual return | -14.91% | -12.26%-2.7pp | 408.60%-423.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,189 | $1,983+10.4% | $4,226-48.2% | $2,544-14.0% |
| Participant deferral / active EE | $4,763 | $4,395+8.4% | $6,182-23.0% | $4,237+12.4% |
| Admin fee / account holder | $272 | $591-53.9% | $8,698-96.9% | $593-54.1% |