See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL11+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $41,833 |
CONRAD SIEGEL5 years Service code 15 · EIN 23-1669823 | Recordkeeping | $31,117 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,182 | $108,549-13.2% | $156,263-39.7% | $85,563+10.1% |
| Participation rate | 96.3% | 77.1%+19.2pp | 78.9%+17.3pp | 66.0%+30.3pp |
| Annual return | 17.43% | 21.79%-4.4pp | 59.47%-42.0pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,704 | $2,690+0.5% | $4,333-37.6% | $2,654+1.9% |
| Participant deferral / active EE | $5,379 | $4,800+12.1% | $6,158-12.7% | $4,375+22.9% |
| Admin fee / account holder | $145 | $650-77.7% | $14,255-99.0% | $834-82.6% |