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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $39,239 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,664 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,421 | $53,822+77.3% | $75,696+26.1% | $85,850+11.1% |
| Participation rate | 83.7% | 69.1%+14.7pp | 74.8%+8.9pp | 69.3%+14.4pp |
| Annual return | 32.08% | 24.54%+7.5pp | 104.53%-72.5pp | 318.53%-286.5pp |
| Employer contribution / active EE | $3,032 | $2,017+50.4% | $2,743+10.6% | $2,565+18.2% |
| Participant deferral / active EE | $7,269 | $2,895+151.1% | $3,821+90.2% | $3,952+83.9% |
| Admin fee / account holder | $298 | $3,343-91.1% | $3,619-91.8% | $6,260-95.2% |