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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,256 |
HAZARD & SIEGEL INC4+ years Service code 27 · EIN 20-0032740 | Advisory (Plan) | $16,399 |
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 | $45,298 | $43,504+4.1% | $68,793-34.2% | $56,287-19.5% |
| Participation rate | 85.3% | 67.8%+17.5pp | 72.2%+13.1pp | 69.9%+15.5pp |
| Annual return | 0.26% | -3.15%+3.4pp | -4.63%+4.9pp | -9.96%+10.2pp |
| Employer contribution / active EE | $2,304 | $1,525+51.0% | $2,625-12.2% | $2,111+9.1% |
| Participant deferral / active EE | $2,064 | $2,509-17.7% | $3,311-37.7% | $3,350-38.4% |
| Admin fee / account holder | $230 | $515-55.3% | $5,131-95.5% | $521-55.8% |