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) | $91,135 |
CONRAD SIEGEL2 years Service code 14 · EIN 23-1669823 | Plan Administrator | $17,475 |
KRONICK KALADA BERDY & CO., P.C.4+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,549 | $63,114-19.9% | $92,893-45.6% | $65,185-22.5% |
| Participation rate | 93.4% | 68.8%+24.7pp | 76.0%+17.4pp | 70.2%+23.2pp |
| Annual return | 5.12% | 28.75%-23.6pp | 109.41%-104.3pp | 29.38%-24.3pp |
| Employer contribution / active EE | $7,854 | $2,571+205.6% | $3,653+115.0% | $2,177+260.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $432 | $624-30.7% | $5,794-92.5% | $847-49.0% |