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 INC6 years Filed as: HAZARD & SIEGEL ADVISORY SVSC Service code 27 · EIN 16-0954584 | Advisory (Plan) | $14,414 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,105 | $76,050-67.0% | $96,544-74.0% | $71,457-64.9% |
| Participation rate | 65.8% | 74.4%-8.6pp | 76.0%-10.1pp | 67.9%-2.1pp |
| Annual return | 16.87% | 22.81%-5.9pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $829 | $2,244-63.1% | $2,965-72.1% | $2,588-68.0% |
| Participant deferral / active EE | $2,348 | $4,215-44.3% | $4,851-51.6% | $4,289-45.3% |
| Admin fee / account holder | $111 | $2,707-95.9% | $8,252-98.7% | $1,587-93.0% |