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 SIEGEL2 years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $26,271 |
CONRAD SIEGEL2 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $18,061 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,565 |
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 |
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 |
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 | $62,831 | $76,050-17.4% | $96,544-34.9% | $71,457-12.1% |
| Participation rate | 90.4% | 74.4%+16.0pp | 76.0%+14.4pp | 67.9%+22.5pp |
| Annual return | 20.73% | 22.81%-2.1pp | 25.84%-5.1pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,137 | $2,244-4.8% | $2,965-27.9% | $2,588-17.4% |
| Participant deferral / active EE | $4,566 | $4,215+8.3% | $4,851-5.9% | $4,289+6.5% |
| Admin fee / account holder | $211 | $2,707-92.2% | $8,252-97.4% | $1,587-86.7% |