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 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $80,536 |
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL ACTUARIES Service code 14 · EIN 23-1669823 | Plan Administrator | $15,587 |
KRONICK KALADA BERDY & CO., P.C.2+ years Filed as: KRONICK KALADA BERDY & CO PC Service code 10 · EIN 23-2667890 | Accounting | $13,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $58,726-24.3% | $92,233-51.8% | $62,292-28.6% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.5%+22.4pp | 69.5%+29.4pp |
| Annual return | 13.19% | 43.62%-30.4pp | 176.28%-163.1pp | 28.90%-15.7pp |
| Employer contribution / active EE | $7,838 | $2,392+227.7% | $3,679+113.0% | $2,042+283.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $404 | $556-27.4% | $5,194-92.2% | $479-15.7% |