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 | $38,801 |
SAGEPOINT FINANCIAL INC8+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $26,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,685 | $102,553-35.0% | $151,611-56.0% | $66,914-0.3% |
| Participation rate | 94.0% | 85.5%+8.5pp | 87.5%+6.5pp | 69.8%+24.2pp |
| Annual return | -15.00% | -10.82%-4.2pp | 3.33%-18.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,359 | $4,180-43.6% | $6,166-61.7% | $2,544-7.3% |
| Participant deferral / active EE | $8,365 | $6,641+26.0% | $8,3630% | $4,237+97.4% |
| Admin fee / account holder | $360 | $630-42.8% | $11,616-96.9% | $593-39.3% |