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 | $42,147 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $40,197 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,958 |
CHARLES SCHWAB & CO., INC.4 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 | $135,193 | $37,393+261.5% | $77,024+75.5% | $66,914+102.0% |
| Participation rate | 61.8% | 52.9%+8.9pp | 67.9%-6.1pp | 69.8%-8.0pp |
| Annual return | -15.30% | -3.29%-12.0pp | 42.32%-57.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,222 | $1,531+45.1% | $2,812-21.0% | $2,544-12.7% |
| Participant deferral / active EE | $3,997 | $2,617+52.7% | $4,426-9.7% | $4,237-5.7% |
| Admin fee / account holder | $597 | $567+5.3% | $5,425-89.0% | $593+0.6% |