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 | $41,355 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $27,033 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,220 |
CHARLES SCHWAB & CO., INC.5 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 | $99,935 | $48,230+107.2% | $67,502+48.0% | $80,856+23.6% |
| Participation rate | 90.8% | 66.4%+24.4pp | 72.9%+17.9pp | 67.6%+23.2pp |
| Annual return | 13.89% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,371 | $2,020+66.9% | $2,731+23.5% | $2,755+22.4% |
| Participant deferral / active EE | $8,998 | $2,924+207.8% | $4,000+125.0% | $4,296+109.5% |
| Admin fee / account holder | $344 | $3,681-90.7% | $3,998-91.4% | $6,918-95.0% |