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 LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $94,313 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $79,874 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $20,267 |
CHARLES SCHWAB & CO., INC.6 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 | $116,237 | $79,171+46.8% | $102,423+13.5% | $74,495+56.0% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 11.27% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $7,337 | $2,362+210.6% | $3,023+142.7% | $2,623+179.7% |
| Participant deferral / active EE | $6,471 | $4,415+46.6% | $5,053+28.1% | $4,346+48.9% |
| Admin fee / account holder | $438 | $2,001-78.1% | $9,451-95.4% | $1,942-77.5% |