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 5-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 | Recordkeeping | $44,609 |
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $43,858 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,354 |
AMERICAN CENTURY5+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,698 | $98,727-32.4% | $113,168-41.1% | $85,563-22.0% |
| Participation rate | 95.3% | 80.8%+14.5pp | 76.6%+18.7pp | 66.0%+29.3pp |
| Annual return | 19.76% | 17.43%+2.3pp | 24.27%-4.5pp | 31.51%-11.8pp |
| Employer contribution / active EE | $2,483 | $2,907-14.6% | $2,975-16.5% | $2,654-6.4% |
| Participant deferral / active EE | $4,774 | $5,424-12.0% | $5,107-6.5% | $4,375+9.1% |
| Admin fee / account holder | $162 | $357-54.5% | $12,068-98.7% | $834-80.5% |