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 3-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 Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $43,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,111 |
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 | $90,408 | $99,078-8.8% | $96,544-6.4% | $74,419+21.5% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.6pp |
| Annual return | 16.73% | 22.48%-5.8pp | 25.84%-9.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,256 | $2,570-12.2% | $2,965-23.9% | $2,637-14.4% |
| Participant deferral / active EE | $6,923 | $4,933+40.3% | $4,851+42.7% | $4,528+52.9% |
| Admin fee / account holder | $251 | $225+11.6% | $8,252-97.0% | $348-27.9% |