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) | $23,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,966 | $65,435-20.6% | $86,677-40.0% | $66,914-22.3% |
| Participation rate | 49.1% | 75.5%-26.3pp | 76.6%-27.4pp | 69.8%-20.7pp |
| Annual return | -16.96% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $923 | $2,153-57.1% | $2,836-67.5% | $2,544-63.7% |
| Participant deferral / active EE | $2,165 | $4,100-47.2% | $4,656-53.5% | $4,237-48.9% |
| Admin fee / account holder | $238 | $642-62.9% | $7,493-96.8% | $593-59.9% |