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 |
|---|---|---|
Filed as: SAPIENT PRIVATE WLTH MGMT SERV LLC Service code 27 · EIN 45-3264817 | Advisory (Plan) | $16,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,815 | $65,376-43.7% | $87,100-57.7% | $65,185-43.5% |
| Participation rate | 43.7% | 75.3%-31.6pp | 76.9%-33.1pp | 70.2%-26.5pp |
| Annual return | 30.85% | 31.27%-0.4pp | 28.19%+2.7pp | 29.38%+1.5pp |
| Employer contribution / active EE | $616 | $1,822-66.2% | $2,521-75.6% | $2,177-71.7% |
| Participant deferral / active EE | $1,246 | $3,388-63.2% | $4,049-69.2% | $3,514-64.5% |
| Admin fee / account holder | $131 | $520-74.9% | $7,497-98.3% | $847-84.6% |