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 | $41,416 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $18,443 |
Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $7,137 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,943 | $85,135-50.7% | $98,907-57.6% | $73,409-42.9% |
| Participation rate | 89.6% | 81.1%+8.5pp | 76.0%+13.6pp | 72.2%+17.4pp |
| Annual return | 13.53% | 19.14%-5.6pp | 196.43%-182.9pp | 59.29%-45.8pp |
| Employer contribution / active EE | $877 | $2,721-67.8% | $2,689-67.4% | $2,234-60.7% |
| Participant deferral / active EE | $2,702 | $4,349-37.9% | $4,244-36.3% | $3,805-29.0% |
| Admin fee / account holder | $170 | $139+22.1% | $6,642-97.4% | $158+7.7% |