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) | $91,184 |
CONRAD SIEGEL1 year Service code 14 · EIN 23-1669823 | Plan Administrator | $19,675 |
KRONICK KALADA BERDY & CO., P.C.3+ years Filed as: KRONICK KALADA BERDY & CO PC Service code 10 · EIN 23-2667890 | Accounting | $8,500 |
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 | $49,996 | $55,449-9.8% | $83,848-40.4% | $56,287-11.2% |
| Participation rate | 95.7% | 68.0%+27.7pp | 76.1%+19.6pp | 69.9%+25.8pp |
| Annual return | 9.55% | -1.38%+10.9pp | 850.88%-841.3pp | -9.96%+19.5pp |
| Employer contribution / active EE | $7,153 | $2,430+194.3% | $3,631+97.0% | $2,111+238.8% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $454 | $656-30.8% | $5,478-91.7% | $521-12.9% |