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 |
|---|---|---|
BASEPOINT WEALTH, LLC3 years Filed as: BASEPOINT WEALTH LLC Service code 27 · EIN 82-2773013 | Advisory (Plan) | $47,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,977 | $49,915+450.9% | $154,803+77.6% | $74,304+270.1% |
| Participation rate | 97.1% | 54.0%+43.2pp | 78.1%+19.1pp | 60.3%+36.8pp |
| Annual return | 14.39% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.0pp |
| Employer contribution / active EE | $9,539 | $1,611+492.0% | $4,305+121.6% | $2,241+325.6% |
| Participant deferral / active EE | $6,786 | $2,255+201.0% | $5,540+22.5% | $3,767+80.1% |
| Admin fee / account holder | $471 | $2,189-78.5% | $14,329-96.7% | $2,969-84.2% |