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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,859 |
HAZARD & SIEGEL AGENCY LLC3 years Service code 49 · EIN 20-0044877 | Other Services | $8,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,810 | $86,286-45.7% | $111,297-57.9% | $85,850-45.5% |
| Participation rate | 57.5% | 73.3%-15.8pp | 77.3%-19.8pp | 69.3%-11.8pp |
| Annual return | -18.09% | 19.99%-38.1pp | 54.65%-72.7pp | 318.53%-336.6pp |
| Employer contribution / active EE | $579 | $2,043-71.7% | $2,731-78.8% | $2,565-77.4% |
| Participant deferral / active EE | $4,112 | $3,641+12.9% | $4,487-8.4% | $3,952+4.1% |
| Admin fee / account holder | $287 | $8,188-96.5% | $7,964-96.4% | $6,260-95.4% |