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 |
|---|---|---|
AT INVESTMENT ADVISERS INC3 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $33,974 |
MONETA GROUP LLC5+ years Filed as: MONETA GROUP INVESTMENT ADV Service code 26 · EIN 20-1903821 | Advisory (Participants) | $12,106 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $11,807 |
MUELLER & CO, LLP5+ years Filed as: MUELLER AND CO LLP Service code 10 · EIN 36-2658780 | Accounting | $11,617 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
SEE ATTACHED1 year Filed as: SEE ATTACHMENT Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $429,190 | $89,652+378.7% | $141,162+204.0% | $65,185+558.4% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.5%+14.7pp | 70.2%+27.0pp |
| Annual return | 21.46% | 32.79%-11.3pp | 71.39%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $13,409 | $3,065+337.5% | $4,735+183.2% | $2,177+516.0% |
| Participant deferral / active EE | $10,958 | $5,691+92.5% | $6,709+63.3% | $3,514+211.9% |
| Admin fee / account holder | $313 | $569-44.9% | $10,261-96.9% | $847-63.0% |