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 | $24,633 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $17,150 |
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 | $80,106 | $81,474-1.7% | $133,956-40.2% | $73,488+9.0% |
| Participation rate | 89.7% | 76.4%+13.4pp | 79.8%+9.9pp | 70.7%+19.0pp |
| Annual return | 8.41% | 19.40%-11.0pp | 45.09%-36.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,472 | $2,209-33.4% | $3,919-62.4% | $2,270-35.1% |
| Participant deferral / active EE | $2,535 | $3,786-33.1% | $5,048-49.8% | $3,740-32.2% |
| Admin fee / account holder | $303 | $713-57.4% | $8,927-96.6% | $513-40.9% |