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 SIEGEL1 year Service code 15 · EIN 23-1669823 | Recordkeeping | $13,900 |
MARTIN M SACKS & ASSOCIATES3 years Filed as: MARTIN M. SACKS & ASSOCIATES Service code 10 · EIN 23-1979781 | Accounting | $7,478 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,299 | $55,449-85.0% | $83,848-90.1% | $56,287-85.3% |
| Participation rate | 99.4% | 68.0%+31.4pp | 76.1%+23.3pp | 69.9%+29.6pp |
| Annual return | -4.55% | -1.38%-3.2pp | 850.88%-855.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,474 | $2,430-39.4% | $3,631-59.4% | $2,111-30.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $99 | $656-84.9% | $5,478-98.2% | $521-81.0% |