See peer percentile detail with Solo.
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 LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $40,075 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $34,950 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,884 |
CHARLES SCHWAB & CO., INC.4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,515 | $64,119+41.2% | $112,228-19.3% | $66,914+35.3% |
| Participation rate | 96.7% | 68.5%+28.3pp | 75.1%+21.7pp | 69.8%+26.9pp |
| Annual return | -14.72% | -13.81%-0.9pp | 27.45%-42.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,792 | $3,005-7.1% | $3,635-23.2% | $2,544+9.7% |
| Participant deferral / active EE | $9,849 | $3,693+166.7% | $4,728+108.3% | $4,237+132.5% |
| Admin fee / account holder | $419 | $625-33.0% | $6,410-93.5% | $593-29.4% |