See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,661 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $20,452 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $87,252 | $101,724-14.2% | $164,813-47.1% | $80,856+7.9% |
| Participation rate | 88.8% | 71.8%+16.9pp | 78.6%+10.2pp | 67.6%+21.1pp |
| Annual return | 10.90% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,684 | $2,953+126.3% | $4,341+54.0% | $2,755+142.6% |
| Participant deferral / active EE | $4,126 | $4,477-7.8% | $6,031-31.6% | $4,296-4.0% |
| Admin fee / account holder | $294 | $8,227-96.4% | $12,690-97.7% | $6,918-95.7% |