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 INC7 years Filed as: HAZARD & SIEGEL ADVISORY SVSC Service code 27 · EIN 16-0954584 | Advisory (Plan) | $18,207 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,192 | $79,171-53.0% | $102,423-63.7% | $74,495-50.1% |
| Participation rate | 69.1% | 74.8%-5.7pp | 76.5%-7.4pp | 67.2%+1.9pp |
| Annual return | 12.67% | 54.93%-42.3pp | 29.32%-16.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $919 | $2,362-61.1% | $3,023-69.6% | $2,623-65.0% |
| Participant deferral / active EE | $2,941 | $4,415-33.4% | $5,053-41.8% | $4,346-32.3% |
| Admin fee / account holder | $213 | $2,001-89.4% | $9,451-97.7% | $1,942-89.0% |