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 | $64,971 |
MONETA GROUP LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $37,108 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,138 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15,198 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $91,091 | $50,982+78.7% | $154,803-41.2% | $85,563+6.5% |
| Participation rate | 94.1% | 59.8%+34.3pp | 78.1%+16.0pp | 66.0%+28.2pp |
| Annual return | 28.16% | 30.35%-2.2pp | 58.88%-30.7pp | 31.51%-3.3pp |
| Employer contribution / active EE | $1,145 | $1,708-33.0% | $4,305-73.4% | $2,654-56.9% |
| Participant deferral / active EE | $7,435 | $2,474+200.5% | $5,540+34.2% | $4,375+69.9% |
| Admin fee / account holder | $273 | $846-67.8% | $14,329-98.1% | $834-67.3% |