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 | $34,773 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $27,996 |
CHARLES SCHWAB & CO., INC.4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,778 | $46,553+86.4% | $64,056+35.5% | $75,163+15.5% |
| Participation rate | 89.9% | 65.9%+23.9pp | 72.3%+17.6pp | 67.2%+22.7pp |
| Annual return | 10.85% | 26.03%-15.2pp | 33.69%-22.8pp | 160.62%-149.8pp |
| Employer contribution / active EE | $3,253 | $1,974+64.8% | $2,747+18.4% | $2,670+21.8% |
| Participant deferral / active EE | $8,650 | $2,837+205.0% | $3,880+122.9% | $4,125+109.7% |
| Admin fee / account holder | $300 | $2,952-89.8% | $3,068-90.2% | $5,651-94.7% |