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 SIEGEL2 years Service code 15 · EIN 23-1669823 | Recordkeeping | $15,875 |
MARTIN M SACKS & ASSOCIATES4 years Filed as: MARTIN M. SACKS & ASSOCIATES Service code 10 · EIN 23-1979781 | Accounting | $9,649 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,370 | $63,114-85.2% | $92,893-89.9% | $65,185-85.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | -4.30% | 28.75%-33.1pp | 109.41%-113.7pp | 29.38%-33.7pp |
| Employer contribution / active EE | $1,532 | $2,571-40.4% | $3,653-58.0% | $2,177-29.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $132 | $624-78.8% | $5,794-97.7% | $847-84.4% |