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) | $27,454 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,221 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,505 | $79,171-14.7% | $102,423-34.1% | $74,495-9.4% |
| Participation rate | 40.1% | 74.8%-34.7pp | 76.5%-36.4pp | 67.2%-27.1pp |
| Annual return | 14.44% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $760 | $2,362-67.8% | $3,023-74.8% | $2,623-71.0% |
| Participant deferral / active EE | $1,963 | $4,415-55.5% | $5,053-61.2% | $4,346-54.8% |
| Admin fee / account holder | $247 | $2,001-87.6% | $9,451-97.4% | $1,942-87.3% |