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) | $93,842 |
CONRAD SIEGEL3 years Service code 14 · EIN 23-1669823 | Plan Administrator | $16,599 |
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 | $50,800 | $69,362-26.8% | $101,248-49.8% | $73,488-30.9% |
| Participation rate | 96.4% | 68.4%+28.0pp | 75.8%+20.6pp | 70.7%+25.7pp |
| Annual return | 7.48% | 18.46%-11.0pp | 46.47%-39.0pp | 28.51%-21.0pp |
| Employer contribution / active EE | $7,011 | $2,628+166.7% | $3,660+91.6% | $2,270+208.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $407 | $704-42.1% | $5,945-93.2% | $513-20.7% |