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 37 · EIN 04-2647786 | Loan Processing | $35,104 |
SAGEPOINT FINANCIAL INC7+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $29,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,586 | $121,341-26.2% | $189,513-52.7% | $79,386+12.8% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.8%+10.4pp | 70.7%+27.5pp |
| Annual return | 11.12% | 21.08%-10.0pp | 555.15%-544.0pp | 116.85%-105.7pp |
| Employer contribution / active EE | $2,918 | $3,915-25.5% | $6,162-52.6% | $2,427+20.2% |
| Participant deferral / active EE | $8,934 | $6,395+39.7% | $8,221+8.7% | $4,046+120.8% |
| Admin fee / account holder | $391 | $651-40.0% | $12,045-96.8% | $626-37.6% |