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 8-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) | $16,452 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,394 | $59,584+80.2% | $86,874+23.6% | $79,386+35.3% |
| Participation rate | 99.2% | 67.7%+31.5pp | 71.6%+27.5pp | 70.7%+28.4pp |
| Annual return | 14.89% | 23.15%-8.3pp | 63.52%-48.6pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,223 | $1,768+82.3% | $2,495+29.2% | $2,427+32.8% |
| Participant deferral / active EE | $7,027 | $3,036+131.4% | $3,699+90.0% | $4,046+73.7% |
| Admin fee / account holder | $247 | $604-59.2% | $5,828-95.8% | $626-60.6% |