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) | $89,605 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $62,964 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $16,866 |
CHARLES SCHWAB & CO., INC.3 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 | $101,856 | $185,342-45.0% | $111,297-8.5% | $86,799+17.3% |
| Participation rate | 96.2% | 81.0%+15.3pp | 77.3%+18.9pp | 72.3%+24.0pp |
| Annual return | 14.46% | 500.80%-486.3pp | 54.65%-40.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $8,517 | $2,246+279.2% | $2,731+211.8% | $2,405+254.1% |
| Participant deferral / active EE | $4,201 | $4,458-5.8% | $4,487-6.4% | $4,131+1.7% |
| Admin fee / account holder | $387 | $255+51.6% | $7,964-95.1% | $170+128.4% |