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 LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $57,505 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $54,648 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $10,751 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,239 | $73,638+144.8% | $95,952+87.8% | $73,488+145.3% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 14.44% | 16.78%-2.3pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,263 | $1,863-32.2% | $2,541-50.3% | $2,270-44.4% |
| Participant deferral / active EE | $7,141 | $3,617+97.4% | $4,167+71.4% | $3,740+90.9% |
| Admin fee / account holder | $697 | $482+44.5% | $6,795-89.7% | $513+35.8% |