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 | $44,740 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $41,932 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,022 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $168,530 | $79,694+111.5% | $96,139+75.3% | $79,386+112.3% |
| Participation rate | 61.0% | 54.0%+7.0pp | 68.4%-7.5pp | 70.7%-9.7pp |
| Annual return | 14.35% | 40.84%-26.5pp | 191.94%-177.6pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,999 | $1,443+38.5% | $2,797-28.5% | $2,427-17.7% |
| Participant deferral / active EE | $3,487 | $2,539+37.4% | $4,349-19.8% | $4,046-13.8% |
| Admin fee / account holder | $624 | $630-1.1% | $5,537-88.7% | $626-0.5% |