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 LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $21,259 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $19,232 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,985 | $82,978-1.2% | $129,995-36.9% | $71,457+14.7% |
| Participation rate | 87.0% | 74.1%+12.9pp | 78.5%+8.5pp | 67.9%+19.1pp |
| Annual return | 11.53% | 20.60%-9.1pp | -137.18%+148.7pp | 28.85%-17.3pp |
| Employer contribution / active EE | $4,530 | $2,622+72.8% | $4,320+4.9% | $2,588+75.1% |
| Participant deferral / active EE | $3,377 | $4,432-23.8% | $5,820-42.0% | $4,289-21.3% |
| Admin fee / account holder | $278 | $1,729-83.9% | $10,614-97.4% | $1,587-82.5% |