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 |
|---|---|---|
SICHMELLER, ROBERT C.2 years Service code 49 5069 MAUREEN LN UNIT A3 · MOORPARK, CA 930217148 | Other Services | $6,430 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,143 | $89,355+34.5% | $141,162-14.9% | $72,985+64.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 15.55% | 111.85%-96.3pp | 71.39%-55.8pp | 81.00%-65.4pp |
| Employer contribution / active EE | $482 | $3,114-84.5% | $4,735-89.8% | $2,440-80.2% |
| Participant deferral / active EE | $3,674 | $5,418-32.2% | $6,709-45.2% | $3,607+1.9% |
| Admin fee / account holder | $5,216 | $5,958-12.5% | $10,261-49.2% | $5,124+1.8% |