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 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $21,586 |
VALUE CONSULTING GROUP1 year Filed as: VALUE MANAGEMENT INC Service code 27 2370 YORK ROAD · JAMISON, PA 18929 | Advisory (Plan) | $7,500 |
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 | $18,163 | $76,670-76.3% | $96,683-81.2% | $71,457-74.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 54.78% | 48.29%+6.5pp | 35.69%+19.1pp | 28.85%+25.9pp |
| Employer contribution / active EE | $4,299 | $3,031+41.8% | $3,737+15.1% | $2,588+66.1% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $162 | $2,028-92.0% | $6,730-97.6% | $1,587-89.8% |