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 SIEGEL3 years Service code 15 · EIN 23-1669823 | Recordkeeping | $15,715 |
MARTIN M SACKS & ASSOCIATES5 years Filed as: MARTIN M. SACKS & ASSOCIATES Service code 10 · EIN 23-1979781 | Accounting | $10,984 |
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 | $9,955 | $69,362-85.6% | $101,248-90.2% | $73,488-86.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 0.72% | 18.46%-17.7pp | 46.47%-45.7pp | 28.51%-27.8pp |
| Employer contribution / active EE | $1,475 | $2,628-43.9% | $3,660-59.7% | $2,270-35.0% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $159 | $704-77.4% | $5,945-97.3% | $513-69.0% |