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 SIEGEL1 year Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $18,505 |
CONRAD SIEGEL1 year Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $16,949 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
Service code 19 | Securities Custodian | $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 |
Filed as: PUTNAM INVESTMENT , LLC Service code 28 100 FEDERAL ST · BOSTON, MA 02110 | Investment Management | $0 |
Filed as: PUTNAM INVESTMENT MANAGEMENT LLC 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 | $52,563 | $65,435-19.7% | $86,677-39.4% | $66,914-21.4% |
| Participation rate | 88.1% | 75.5%+12.6pp | 76.6%+11.5pp | 69.8%+18.3pp |
| Annual return | -17.77% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,905 | $2,153-11.5% | $2,836-32.8% | $2,544-25.1% |
| Participant deferral / active EE | $4,239 | $4,100+3.4% | $4,656-8.9% | $4,237+0.1% |
| Admin fee / account holder | $217 | $642-66.2% | $7,493-97.1% | $593-63.5% |