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 | $41,139 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $29,738 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,356 |
CHARLES SCHWAB & CO., INC.6 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,270 | $48,795+87.0% | $65,493+39.4% | $84,808+7.6% |
| Participation rate | 89.2% | 67.0%+22.2pp | 73.1%+16.1pp | 68.3%+20.8pp |
| Annual return | 10.16% | 20.20%-10.0pp | 982.45%-972.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,244 | $1,930+68.1% | $2,574+26.0% | $2,631+23.3% |
| Participant deferral / active EE | $7,615 | $2,928+160.0% | $3,961+92.3% | $4,212+80.8% |
| Admin fee / account holder | $351 | $3,877-90.9% | $5,028-93.0% | $7,344-95.2% |