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 |
|---|---|---|
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $39,553 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $38,555 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,295 |
CHARLES SCHWAB & CO., INC.5 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 | $156,379 | $41,078+280.7% | $80,569+94.1% | $71,457+118.8% |
| Participation rate | 62.4% | 50.2%+12.2pp | 67.0%-4.6pp | 67.9%-5.5pp |
| Annual return | 16.94% | 38.45%-21.5pp | 935.43%-918.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,379 | $1,506+58.0% | $2,723-12.7% | $2,588-8.1% |
| Participant deferral / active EE | $4,349 | $2,699+61.1% | $4,447-2.2% | $4,289+1.4% |
| Admin fee / account holder | $546 | $1,840-70.3% | $5,377-89.8% | $1,587-65.6% |