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 LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $90,732 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $88,559 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,153 |
CHARLES SCHWAB & CO., INC.5 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 | $103,278 | $99,078+4.2% | $96,544+7.0% | $74,419+38.8% |
| Participation rate | 90.7% | 80.7%+10.0pp | 76.0%+14.8pp | 70.7%+20.0pp |
| Annual return | 15.61% | 22.48%-6.9pp | 25.84%-10.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $6,290 | $2,570+144.7% | $2,965+112.2% | $2,637+138.5% |
| Participant deferral / active EE | $5,467 | $4,933+10.8% | $4,851+12.7% | $4,528+20.7% |
| Admin fee / account holder | $421 | $225+87.3% | $8,252-94.9% | $348+21.0% |