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 SIEGEL6 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $27,347 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $11,367 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS9 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED MDTA LLC Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,779 | $88,634+36.3% | $101,326+19.2% | $74,304+62.5% |
| Participation rate | 85.4% | 76.9%+8.5pp | 81.5%+3.9pp | 60.3%+25.0pp |
| Annual return | 12.59% | 33.10%-20.5pp | 36.82%-24.2pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,809 | $2,930-4.1% | $3,665-23.4% | $2,241+25.3% |
| Participant deferral / active EE | $4,834 | $7,322-34.0% | $7,994-39.5% | $3,767+28.3% |
| Admin fee / account holder | $201 | $2,425-91.7% | $11,185-98.2% | $2,969-93.2% |