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 LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $45,802 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $41,395 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,221 |
CHARLES SCHWAB & CO., INC.7 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.)
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 | $141,208 | $48,750+189.7% | $88,946+58.8% | $74,304+90.0% |
| Participation rate | 74.6% | 44.5%+30.1pp | 68.8%+5.8pp | 60.3%+14.3pp |
| Annual return | 14.91% | 25.91%-11.0pp | 57.82%-42.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,336 | $1,255+86.1% | $2,555-8.6% | $2,241+4.2% |
| Participant deferral / active EE | $4,435 | $2,423+83.0% | $4,581-3.2% | $3,767+17.7% |
| Admin fee / account holder | $479 | $3,756-87.2% | $8,261-94.2% | $2,969-83.9% |