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 SIEGEL5 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $21,375 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $2,575 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,384 | $62,573-57.8% | $85,682-69.2% | $85,850-69.3% |
| Participation rate | 85.1% | 61.1%+24.0pp | 69.9%+15.2pp | 69.3%+15.8pp |
| Annual return | 8.47% | 23.77%-15.3pp | 21.49%-13.0pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,297 | $1,757-26.1% | $2,618-50.4% | $2,565-49.4% |
| Participant deferral / active EE | $1,944 | $2,802-30.6% | $3,923-50.4% | $3,952-50.8% |
| Admin fee / account holder | $218 | $4,640-95.3% | $6,873-96.8% | $6,260-96.5% |