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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,196 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,494 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $8,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,798 | $88,890+11.1% | $102,423-3.5% | $77,643+27.2% |
| Participation rate | 98.2% | 80.9%+17.2pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 13.63% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,511 | $2,698-6.9% | $3,023-16.9% | $2,726-7.9% |
| Participant deferral / active EE | $7,057 | $5,145+37.2% | $5,053+39.7% | $4,647+51.9% |
| Admin fee / account holder | $232 | $235-1.3% | $9,451-97.5% | $430-46.0% |