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 LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $44,098 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $37,674 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,449 |
CHARLES SCHWAB & CO., INC.6 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 | $133,646 | $44,960+197.3% | $84,966+57.3% | $74,495+79.4% |
| Participation rate | 68.6% | 49.4%+19.2pp | 67.5%+1.1pp | 67.2%+1.4pp |
| Annual return | 12.01% | 26.24%-14.2pp | 66.38%-54.4pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,149 | $1,457+47.5% | $2,727-21.2% | $2,623-18.1% |
| Participant deferral / active EE | $4,095 | $2,731+50.0% | $4,519-9.4% | $4,346-5.8% |
| Admin fee / account holder | $467 | $2,209-78.8% | $6,149-92.4% | $1,942-75.9% |