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 LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $22,015 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $20,951 |
CHARLES SCHWAB & CO., INC.4 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 | $80,798 | $81,900-1.3% | $119,609-32.4% | $68,494+18.0% |
| Participation rate | 89.8% | 71.9%+17.9pp | 79.3%+10.5pp | 67.9%+21.9pp |
| Annual return | -2.92% | -23.82%+20.9pp | -14.97%+12.0pp | -7.84%+4.9pp |
| Employer contribution / active EE | $3,781 | $2,693+40.4% | $4,232-10.6% | $2,596+45.6% |
| Participant deferral / active EE | $3,246 | $4,148-21.8% | $5,602-42.1% | $4,027-19.4% |
| Admin fee / account holder | $312 | $6,582-95.3% | $10,323-97.0% | $5,403-94.2% |