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) | $11,003 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,056 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,460 | $54,350-21.9% | $82,719-48.7% | $68,494-38.0% |
| Participation rate | 45.9% | 63.9%-18.0pp | 72.6%-26.6pp | 67.9%-22.0pp |
| Annual return | -18.01% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,511 | $2,218-31.9% | $3,009-49.8% | $2,596-41.8% |
| Participant deferral / active EE | $2,766 | $3,246-14.8% | $4,395-37.1% | $4,027-31.3% |
| Admin fee / account holder | $311 | $4,395-92.9% | $5,329-94.2% | $5,403-94.2% |