Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
HAZARD & SIEGEL INC10+ years Service code 27 · EIN 20-0032740 | Advisory (Plan) | $26,884 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,672 | $78,483+19.4% | $106,201-11.8% | $74,546+25.7% |
| Participation rate | 64.1% | 72.8%-8.8pp | 75.3%-11.2pp | 67.2%-3.2pp |
| Annual return | 13.81% | 15.94%-2.1pp | 116.26%-102.4pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,068 | $2,522-57.6% | $3,170-66.3% | $2,624-59.3% |
| Participant deferral / active EE | $3,040 | $4,320-29.6% | $5,012-39.3% | $4,347-30.1% |
| Admin fee / account holder | $336 | $2,236-85.0% | $11,039-97.0% | $1,944-82.7% |