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 | $133,295 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $41,021 |
SAGEPOINT FINANCIAL INC4 years Filed as: FSC SECURITIES CORP Service code 27 · EIN 58-1288674 | Advisory (Plan) | $36,091 |
Service code 10 · EIN 26-3376450 | Accounting | $9,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,505 | $78,339-53.4% | $85,682-57.4% | $93,030-60.8% |
| Participation rate | 43.7% | 72.5%-28.8pp | 69.9%-26.2pp | 73.9%-30.2pp |
| Annual return | 6.65% | 21.17%-14.5pp | 21.49%-14.8pp | 158.70%-152.1pp |
| Employer contribution / active EE | $868 | $2,560-66.1% | $2,618-66.9% | $2,706-67.9% |
| Participant deferral / active EE | $1,503 | $3,882-61.3% | $3,923-61.7% | $4,562-67.1% |
| Admin fee / account holder | $282 | $104+171.8% | $6,873-95.9% | $152+86.2% |