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 INC3+ years Service code 55 PO BOX 157 · SYRACUSE, NY 13214 | Other Commissions | $13,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,083 |
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 | $42,895 | $50,385-14.9% | $75,670-43.3% | $62,292-31.1% |
| Participation rate | 89.0% | 67.7%+21.3pp | 72.3%+16.7pp | 69.5%+19.5pp |
| Annual return | 15.65% | 19.90%-4.2pp | 27.34%-11.7pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,421 | $1,537+57.5% | $2,352+3.0% | $2,042+18.6% |
| Participant deferral / active EE | $1,927 | $2,445-21.2% | $3,142-38.7% | $3,169-39.2% |
| Admin fee / account holder | $51 | $384-86.8% | $5,800-99.1% | $479-89.4% |