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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,936 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,627 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $3,155 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,140 | $56,503-7.7% | $70,092-25.6% | $64,808-19.5% |
| Participation rate | 65.7% | 70.5%-4.7pp | 70.5%-4.7pp | 71.5%-5.7pp |
| Annual return | -15.59% | -13.44%-2.2pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,013 | $2,046-1.6% | $2,559-21.3% | $2,506-19.7% |
| Participant deferral / active EE | $3,470 | $3,389+2.4% | $3,849-9.8% | $4,310-19.5% |
| Admin fee / account holder | $63 | $160-60.4% | $6,267-99.0% | $188-66.2% |