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 5-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 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $1,003 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,335 | $46,292-90.6% | $143,757-97.0% | $64,808-93.3% |
| Participation rate | 78.9% | 64.2%+14.7pp | 80.3%-1.4pp | 71.5%+7.5pp |
| Annual return | -17.87% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,448 | $1,910-24.2% | $4,951-70.8% | $2,506-42.2% |
| Participant deferral / active EE | $1,202 | $2,646-54.6% | $5,637-78.7% | $4,310-72.1% |
| Admin fee / account holder | $3 | $154-98.0% | $14,673-100.0% | $188-98.3% |