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 | $38,699 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORPORATION Service code 49 · EIN 58-1288674 | Other Services | $17,184 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $6,655 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,015 | $65,390-28.1% | $169,368-72.2% | $71,457-34.2% |
| Participation rate | 56.8% | 67.0%-10.2pp | 77.1%-20.4pp | 67.9%-11.1pp |
| Annual return | 20.20% | 21.31%-1.1pp | 405.60%-385.4pp | 28.85%-8.6pp |
| Employer contribution / active EE | $4,558 | $2,079+119.3% | $4,013+13.6% | $2,588+76.1% |
| Participant deferral / active EE | $2,053 | $4,367-53.0% | $6,221-67.0% | $4,289-52.1% |
| Admin fee / account holder | $337 | $1,324-74.5% | $9,003-96.3% | $1,587-78.7% |