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 8-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) | $14,059 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,080 |
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 | $35,056 | $162,781-78.5% | $133,956-73.8% | $158,922-77.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.66% | 41.94%-41.3pp | 45.09%-44.4pp | 302.83%-302.2pp |
| Employer contribution / active EE | $3,809 | $4,975-23.5% | $3,919-2.8% | $4,761-20.0% |
| Participant deferral / active EE | $4,381 | $5,911-25.9% | $5,048-13.2% | $5,982-26.8% |
| Admin fee / account holder | $431 | $11,736-96.3% | $8,927-95.2% | $11,246-96.2% |