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 8-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 |
|---|---|---|
THE SIEKMANN COMPANY7 years Service code 26 · EIN 31-0995736 9000 MEMORIAL DR · PLAIN CITY, OH 43064 | Advisory (Participants) | $35,002 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $31,741+11.3% | $56,441-37.4% | $199,768-82.3% |
| Participation rate | 29.2% | 32.3%-3.1pp | 52.5%-23.3pp | 72.0%-42.8pp |
| Annual return | 15.02% | 14.72%+0.3pp | 1704.21%-1689.2pp | 34.26%-19.2pp |
| Employer contribution / active EE | $1,135 | $508+123.7% | $1,039+9.3% | $3,037-62.6% |
| Participant deferral / active EE | $1,925 | $1,184+62.6% | $1,953-1.4% | $5,090-62.2% |
| Admin fee / account holder | $219 | $426-48.5% | $2,829-92.2% | $269-18.4% |