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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $42,260 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $41,246 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,788 |
CHARLES SCHWAB & CO., INC.6 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.)
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 | $166,645 | $122,239+36.3% | $184,203-9.5% | $74,495+123.7% |
| Participation rate | 93.5% | 85.5%+8.1pp | 86.8%+6.7pp | 67.2%+26.3pp |
| Annual return | 12.52% | 19.95%-7.4pp | 28.81%-16.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,128 | $4,537-31.1% | $6,427-51.3% | $2,623+19.2% |
| Participant deferral / active EE | $6,881 | $7,139-3.6% | $9,131-24.6% | $4,346+58.3% |
| Admin fee / account holder | $605 | $1,260-52.0% | $13,901-95.6% | $1,942-68.8% |