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 |
|---|---|---|
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $11,533 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,074 | $60,776+3.8% | $85,682-26.4% | $79,386-20.5% |
| Participation rate | 44.4% | 62.1%-17.7pp | 69.9%-25.4pp | 70.7%-26.3pp |
| Annual return | 13.53% | 16.57%-3.0pp | 21.49%-8.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,123 | $1,663-32.5% | $2,618-57.1% | $2,427-53.7% |
| Participant deferral / active EE | $2,063 | $2,919-29.3% | $3,923-47.4% | $4,046-49.0% |
| Admin fee / account holder | $233 | $438-46.9% | $6,873-96.6% | $626-62.9% |