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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,916 |
MONETA GROUP LLC1 year Service code 99 · EIN 20-1903821 | Other Fees | $17,403 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 64 · EIN 62-0951563 | Recordkeeping Fees | $9,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,616 | $101,499-46.2% | $147,005-62.8% | $74,546-26.7% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.2%-39.8pp | 67.2%-24.9pp |
| Annual return | 10.95% | 8732.34%-8721.4pp | 418.76%-407.8pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,467 | $7,304-66.2% | $8,070-69.4% | $4,347-43.3% |
| Admin fee / account holder | $306 | $1,748-82.5% | $13,006-97.6% | $1,944-84.3% |