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 8-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 SIEGEL1 year Service code 11 · EIN 23-1669823 | Actuarial | $39,372 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 28 · EIN 01-0726056 | Investment Management | $13,895 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,354 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 5.86% | -2.48%+8.3pp | -102.03%+107.9pp | 0.19%+5.7pp |
| Employer contribution / active EE | $2,748 | $7,648-64.1% | $36,229-92.4% | $13,763-80.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |