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 LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $78,929 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $61,917 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $16,083 |
CHARLES SCHWAB & CO., INC.2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,356 | $79,519+14.9% | $95,952-4.8% | $73,409+24.4% |
| Participation rate | 97.9% | 81.2%+16.7pp | 77.1%+20.8pp | 72.2%+25.7pp |
| Annual return | 9.88% | 19.20%-9.3pp | 91.61%-81.7pp | 59.29%-49.4pp |
| Employer contribution / active EE | $8,977 | $2,048+338.4% | $2,541+253.3% | $2,234+301.9% |
| Participant deferral / active EE | $4,029 | $4,138-2.6% | $4,167-3.3% | $3,805+5.9% |
| Admin fee / account holder | $344 | $184+86.8% | $6,795-94.9% | $158+118.1% |