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 9-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 |
|---|---|---|
Filed as: CONDUENT INCORPORATED DBA Service code 27 PO BOX 202617 · DALLAS, TX 75320 | Advisory (Plan) | $58,592 |
XEROX CORPORATION1 year Filed as: XEROX CORPORATION DBA BUCK Service code 27 PO BOX 202617 · DALLAS, TX 753202917 | Advisory (Plan) | $40,977 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,407 | $138,427+33.9% | $97,995+89.2% | $69,631+166.3% |
| Participation rate | 96.0% | 90.0%+6.0pp | 82.4%+13.6pp | 70.7%+25.3pp |
| Annual return | 2.30% | 26.21%-23.9pp | 23.94%-21.6pp | 27571.02%-27568.7pp |
| Employer contribution / active EE | $7,068 | $4,858+45.5% | $4,158+70.0% | $2,032+247.8% |
| Participant deferral / active EE | $11,689 | $7,165+63.1% | $5,097+129.4% | $3,224+262.6% |
| Admin fee / account holder | $70 | $101-30.7% | $5,943-98.8% | $110-36.8% |