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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.
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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 LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $77,019 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $74,877 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $21,250 |
CHARLES SCHWAB & CO., INC.7 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 | $124,686 | $108,549+14.9% | $156,263-20.2% | $85,563+45.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 78.9%+21.1pp | 66.0%+34.0pp |
| Annual return | 18.60% | 21.79%-3.2pp | 59.47%-40.9pp | 31.51%-12.9pp |
| Employer contribution / active EE | $5,792 | $2,690+115.4% | $4,333+33.7% | $2,654+118.3% |
| Participant deferral / active EE | $9,436 | $4,800+96.6% | $6,158+53.2% | $4,375+115.7% |
| Admin fee / account holder | $316 | $650-51.4% | $14,255-97.8% | $834-62.1% |