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 10-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 SIEGEL7+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $31,789 |
CONRAD SIEGEL1 year Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $19,306 |
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.7+ years Filed as: CHARLES SCHWAB & CO. INC. 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,999 | $86,225+3.2% | $146,665-39.3% | $86,799+2.5% |
| Participation rate | 96.9% | 78.0%+18.9pp | 80.1%+16.8pp | 72.3%+24.6pp |
| Annual return | 16.07% | 31.23%-15.2pp | 22.74%-6.7pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,418 | $2,392+1.1% | $4,136-41.5% | $2,405+0.5% |
| Participant deferral / active EE | $4,496 | $4,245+5.9% | $5,506-18.3% | $4,131+8.8% |
| Admin fee / account holder | $137 | $195-30.1% | $10,280-98.7% | $170-19.4% |