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 | $21,444 |
HAZARD & SIEGEL INC6+ years Service code 27 · EIN 20-0032740 | Advisory (Plan) | $20,054 |
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 | $65,939 | $54,590+20.8% | $81,930-19.5% | $73,488-10.3% |
| Participation rate | 77.3% | 68.3%+9.0pp | 72.0%+5.3pp | 70.7%+6.6pp |
| Annual return | 14.63% | 17.74%-3.1pp | 29.49%-14.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,698 | $1,636+64.9% | $4,310-37.4% | $2,270+18.8% |
| Participant deferral / active EE | $2,605 | $2,759-5.6% | $7,107-63.3% | $3,740-30.3% |
| Admin fee / account holder | $280 | $592-52.6% | $5,158-94.6% | $513-45.3% |