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 15 · EIN 16-1450952 | Recordkeeping | $40,409 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP, LLC Service code 17 · EIN 20-1903821 | Pension Consulting | $21,495 |
Service code 17 · EIN 43-1635589 | Pension Consulting | $13,683 |
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 | $51,167 | $47,977+6.6% | $154,107-66.8% | $56,287-9.1% |
| Participation rate | 90.0% | 66.2%+23.8pp | 83.0%+6.9pp | 69.9%+20.1pp |
| Annual return | -4.46% | 3.54%-8.0pp | 735.12%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,408 | $2,169+11.0% | $5,298-54.5% | $2,111+14.1% |
| Participant deferral / active EE | $7,353 | $2,392+207.4% | $5,081+44.7% | $3,350+119.5% |
| Admin fee / account holder | $289 | $438-34.1% | $13,411-97.8% | $521-44.6% |