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 |
|---|---|---|
HAZARD & SIEGEL INC2+ years Service code 55 PO BOX 157 · SYRACUSE, NY 13214 | Other Commissions | $21,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,274 | $56,629+54.1% | $77,999+11.9% | $55,167+58.2% |
| Participation rate | 54.8% | 73.3%-18.5pp | 75.5%-20.7pp | 69.0%-14.2pp |
| Annual return | 8.21% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,843 | $2,777-33.6% | $3,497-47.3% | $3,054-39.6% |
| Admin fee / account holder | $35 | $467-92.5% | $5,480-99.4% | $504-93.1% |