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 06-1050034 | Contract Administrator | $184,840 |
SAGEPOINT FINANCIAL INC3 years Filed as: FSC SECURITIES CORP Service code 27 · EIN 42-1768541 | Advisory (Plan) | $49,780 |
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 | $29,562 | $74,462-60.3% | $81,983-63.9% | $90,288-67.3% |
| Participation rate | 41.3% | 69.7%-28.4pp | 69.2%-27.9pp | 73.4%-32.0pp |
| Annual return | 13.08% | 17.56%-4.5pp | 41.31%-28.2pp | 53.97%-40.9pp |
| Employer contribution / active EE | $781 | $2,334-66.6% | $2,498-68.7% | $2,524-69.1% |
| Participant deferral / active EE | $1,136 | $3,602-68.5% | $3,722-69.5% | $4,232-73.2% |
| Admin fee / account holder | $252 | $98+157.0% | $5,664-95.6% | $114+120.8% |