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 SIEGEL4 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $37,041 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,514 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,683 | $50,982-53.5% | $154,803-84.7% | $85,563-72.3% |
| Participation rate | 79.9% | 59.8%+20.1pp | 78.1%+1.8pp | 66.0%+13.9pp |
| Annual return | 13.02% | 30.35%-17.3pp | 58.88%-45.9pp | 31.51%-18.5pp |
| Employer contribution / active EE | $2,125 | $1,708+24.4% | $4,305-50.7% | $2,654-19.9% |
| Participant deferral / active EE | $2,015 | $2,474-18.5% | $5,540-63.6% | $4,375-53.9% |
| Admin fee / account holder | $102 | $846-88.0% | $14,329-99.3% | $834-87.8% |