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 | $45,343+506.4% | $150,298+83.0% | $67,986+304.5% |
| Participation rate | 97.1% | 51.9%+45.3pp | 77.8%+19.4pp | 57.2%+39.9pp |
| Annual return | 14.39% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $9,539 | $1,462+552.5% | $4,154+129.6% | $2,019+372.5% |
| Participant deferral / active EE | $6,786 | $2,055+230.3% | $5,453+24.5% | $3,358+102.1% |
| Admin fee / account holder | $471 | $2,250-79.1% | $14,116-96.7% | $3,203-85.3% |