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 INC5 years Filed as: HAZARD & SIEGEL ADVISORY SVSC Service code 27 · EIN 16-0954584 | Advisory (Plan) | $13,931 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,461 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,897 | $65,435-65.0% | $86,677-73.6% | $66,914-65.8% |
| Participation rate | 72.0% | 75.5%-3.4pp | 76.6%-4.6pp | 69.8%+2.2pp |
| Annual return | -16.29% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $814 | $2,153-62.2% | $2,836-71.3% | $2,544-68.0% |
| Participant deferral / active EE | $2,283 | $4,100-44.3% | $4,656-51.0% | $4,237-46.1% |
| Admin fee / account holder | $139 | $642-78.3% | $7,493-98.1% | $593-76.6% |