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 SIEGEL9+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $30,359 |
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $18,256 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $25 |
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 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,857 | $91,372-17.0% | $129,995-41.6% | $74,419+1.9% |
| Participation rate | 95.2% | 77.8%+17.4pp | 78.5%+16.7pp | 70.7%+24.5pp |
| Annual return | 18.98% | 23.21%-4.2pp | -137.18%+156.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,482 | $2,563-3.2% | $4,320-42.5% | $2,637-5.9% |
| Participant deferral / active EE | $4,529 | $4,721-4.1% | $5,820-22.2% | $4,5280% |
| Admin fee / account holder | $104 | $283-63.3% | $10,614-99.0% | $348-70.1% |