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 | $94,366 |
SAGEPOINT FINANCIAL INC5 years Filed as: FSC SECURITIES CORP Service code 27 · EIN 58-1288674 | Advisory (Plan) | $25,359 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $12,206 |
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 | $28,992 | $63,321-54.2% | $68,791-57.9% | $77,904-62.8% |
| Participation rate | 38.6% | 71.1%-32.5pp | 69.0%-30.4pp | 73.7%-35.1pp |
| Annual return | -11.10% | -6.50%-4.6pp | -6.38%-4.7pp | 12.21%-23.3pp |
| Employer contribution / active EE | $755 | $2,794-73.0% | $2,655-71.6% | $2,848-73.5% |
| Participant deferral / active EE | $1,359 | $4,029-66.3% | $3,941-65.5% | $4,806-71.7% |
| Admin fee / account holder | $154 | $104+47.5% | $4,932-96.9% | $133+16.1% |