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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $44,252 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $40,253 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,593 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,689 | $80,724+32.2% | $103,333+3.2% | $74,495+43.2% |
| Participation rate | 91.1% | 65.7%+25.4pp | 74.5%+16.5pp | 67.2%+23.9pp |
| Annual return | 11.57% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,201 | $3,157+1.4% | $3,868-17.2% | $2,623+22.0% |
| Participant deferral / active EE | $10,842 | $3,860+180.9% | $5,057+114.4% | $4,346+149.5% |
| Admin fee / account holder | $452 | $2,368-80.9% | $8,355-94.6% | $1,942-76.7% |