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 LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $89,297 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $63,039 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $17,197 |
CHARLES SCHWAB & CO., INC.4 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 | $82,423 | $72,254+14.1% | $86,677-4.9% | $64,808+27.2% |
| Participation rate | 93.1% | 80.4%+12.7pp | 76.6%+16.5pp | 71.5%+21.6pp |
| Annual return | -10.76% | 392.42%-403.2pp | 35.91%-46.7pp | 32.82%-43.6pp |
| Employer contribution / active EE | $6,625 | $2,393+176.9% | $2,836+133.6% | $2,506+164.4% |
| Participant deferral / active EE | $5,081 | $4,658+9.1% | $4,656+9.1% | $4,310+17.9% |
| Admin fee / account holder | $344 | $174+97.7% | $7,493-95.4% | $188+83.1% |