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 |
|---|---|---|
CONRAD SIEGEL6 years Service code 15 · EIN 23-1669823 | Recordkeeping | $24,608 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $6,500 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $2,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,270 | $48,265-45.6% | $68,791-61.8% | $68,494-61.6% |
| Participation rate | 76.3% | 60.7%+15.6pp | 69.0%+7.2pp | 67.9%+8.4pp |
| Annual return | -14.89% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,459 | $1,829-20.2% | $2,655-45.0% | $2,596-43.8% |
| Participant deferral / active EE | $2,240 | $2,867-21.8% | $3,941-43.2% | $4,027-44.4% |
| Admin fee / account holder | $383 | $4,355-91.2% | $4,932-92.2% | $5,403-92.9% |