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 |
|---|---|---|
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 | Recordkeeping | $8,598 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,733 | $105,181+29.0% | $159,436-14.9% | $85,850+58.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 9.79% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $81 | $6,933-98.8% | $10,799-99.2% | $6,260-98.7% |