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 SIEGEL2 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $2,500 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $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 |
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 | $13,586 | $47,126-71.2% | $149,673-90.9% | $74,419-81.7% |
| Participation rate | 78.9% | 63.4%+15.5pp | 78.8%+0.2pp | 70.7%+8.2pp |
| Annual return | 100.83% | 22.75%+78.1pp | 134.42%-33.6pp | 34.38%+66.5pp |
| Employer contribution / active EE | $3,481 | $1,905+82.7% | $4,818-27.7% | $2,637+32.0% |
| Participant deferral / active EE | $1,616 | $2,728-40.8% | $5,680-71.5% | $4,528-64.3% |
| Admin fee / account holder | $7 | $343-98.0% | $13,210-99.9% | $348-98.0% |