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) | $23,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,156 |
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 | $50,946 | $76,050-33.0% | $96,544-47.2% | $71,457-28.7% |
| Participation rate | 59.9% | 74.4%-14.5pp | 76.0%-16.1pp | 67.9%-8.0pp |
| Annual return | 14.88% | 22.81%-7.9pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $947 | $2,244-57.8% | $2,965-68.1% | $2,588-63.4% |
| Participant deferral / active EE | $2,413 | $4,215-42.8% | $4,851-50.3% | $4,289-43.7% |
| Admin fee / account holder | $188 | $2,707-93.0% | $8,252-97.7% | $1,587-88.1% |