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 4-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 SIEGEL4+ years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $199,181 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $147,076 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $20,259 |
RIVER WEALTH ADVISORS LLC2 years Service code 26 · EIN 47-2105957 | Advisory (Participants) | $15,928 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $14,580 |
MACRO ADVISORS INC1 year Filed as: MACRO ADVISORS Service code 26 · EIN 26-0035994 | Advisory (Participants) | $6,005 |
AMERICAN CENTURY4+ 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,222 | $55,331-3.8% | $81,812-34.9% | $199,593-73.3% |
| Participation rate | 98.7% | 62.5%+36.2pp | 72.3%+26.4pp | 72.0%+26.8pp |
| Annual return | 14.52% | 19.59%-5.1pp | 773.79%-759.3pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,800 | $2,101+33.3% | $2,912-3.9% | $3,034-7.7% |
| Participant deferral / active EE | $4,210 | $3,283+28.3% | $4,319-2.5% | $5,087-17.2% |
| Admin fee / account holder | $179 | $346-48.2% | $7,386-97.6% | $269-33.4% |