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 SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $12,656 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,302 |
AMERICAN CENTURY4+ years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4+ 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 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,946 | $50,815-62.7% | $155,509-87.8% | $77,643-75.6% |
| Participation rate | 75.2% | 63.1%+12.1pp | 78.2%-3.0pp | 70.6%+4.7pp |
| Annual return | 21.00% | 34.80%-13.8pp | 64.67%-43.7pp | 31.24%-10.2pp |
| Employer contribution / active EE | $2,340 | $1,993+17.4% | $4,672-49.9% | $2,726-14.2% |
| Participant deferral / active EE | $1,730 | $2,822-38.7% | $5,626-69.3% | $4,647-62.8% |
| Admin fee / account holder | $34 | $437-92.1% | $15,912-99.8% | $430-92.0% |