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 SIEGEL10+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $36,851 |
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $13,154 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $22 |
AMERICAN CENTURY5 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,986 | $89,436-6.1% | $164,813-49.0% | $77,643+8.2% |
| Participation rate | 95.9% | 78.6%+17.3pp | 78.6%+17.3pp | 70.6%+25.3pp |
| Annual return | 14.77% | 28.83%-14.1pp | 69.93%-55.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,576 | $2,569+0.3% | $4,341-40.7% | $2,726-5.5% |
| Participant deferral / active EE | $5,050 | $4,897+3.1% | $6,031-16.3% | $4,647+8.7% |
| Admin fee / account holder | $104 | $339-69.5% | $12,690-99.2% | $430-75.9% |