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 | $42,906 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $28,986 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,833 | $42,894+90.8% | $60,874+34.4% | $68,494+19.5% |
| Participation rate | 90.5% | 66.8%+23.7pp | 73.1%+17.4pp | 67.9%+22.7pp |
| Annual return | -13.68% | -13.98%+0.3pp | 16.90%-30.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,489 | $1,978+76.4% | $2,701+29.1% | $2,596+34.4% |
| Participant deferral / active EE | $9,430 | $2,867+229.0% | $3,817+147.1% | $4,027+134.2% |
| Admin fee / account holder | $346 | $3,101-88.9% | $3,224-89.3% | $5,403-93.6% |