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 INC3 years Filed as: HAZARD & SIEGEL ADVISORY SVSC Service code 27 · EIN 16-0954584 | Advisory (Plan) | $10,695 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,654 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,984 | $73,638-72.9% | $95,952-79.2% | $73,488-72.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 77.1%-2.1pp | 70.7%+4.3pp |
| Annual return | 13.28% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $753 | $1,863-59.6% | $2,541-70.4% | $2,270-66.8% |
| Participant deferral / active EE | $1,994 | $3,617-44.9% | $4,167-52.1% | $3,740-46.7% |
| Admin fee / account holder | $82 | $482-82.9% | $6,795-98.8% | $513-83.9% |