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 |
|---|---|---|
HAZARD & SIEGEL INC2 years Filed as: HAZARD & SIEGEL ADVISORY SVSC Service code 27 · EIN 16-0954584 | Advisory (Plan) | $8,966 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,174 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,136 | $65,376-81.4% | $87,100-86.1% | $65,185-81.4% |
| Participation rate | 82.4% | 75.3%+7.1pp | 76.9%+5.5pp | 70.2%+12.2pp |
| Annual return | 21.33% | 31.27%-9.9pp | 28.19%-6.9pp | 29.38%-8.0pp |
| Employer contribution / active EE | $661 | $1,822-63.7% | $2,521-73.8% | $2,177-69.6% |
| Participant deferral / active EE | $1,828 | $3,388-46.0% | $4,049-54.8% | $3,514-48.0% |
| Admin fee / account holder | $50 | $520-90.4% | $7,497-99.3% | $847-94.1% |