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 | $22,918 |
HAZARD & SIEGEL AGENCY LLC4 years Service code 49 · EIN 20-0044877 | Other Services | $7,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,895 | $71,883-38.9% | $86,677-49.4% | $68,494-35.9% |
| Participation rate | 54.1% | 72.2%-18.2pp | 76.6%-22.5pp | 67.9%-13.8pp |
| Annual return | -16.46% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $652 | $2,173-70.0% | $2,836-77.0% | $2,596-74.9% |
| Participant deferral / active EE | $3,795 | $3,779+0.4% | $4,656-18.5% | $4,027-5.8% |
| Admin fee / account holder | $286 | $6,112-95.3% | $7,493-96.2% | $5,403-94.7% |