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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $65,880 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $62,789 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $12,747 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,987 | $84,936+133.1% | $111,297+77.9% | $79,386+149.4% |
| Participation rate | 79.6% | 75.9%+3.8pp | 77.3%+2.3pp | 70.7%+8.9pp |
| Annual return | 14.26% | 17.45%-3.2pp | 54.65%-40.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,906 | $1,979+46.8% | $2,731+6.4% | $2,427+19.7% |
| Participant deferral / active EE | $6,348 | $3,888+63.3% | $4,487+41.5% | $4,046+56.9% |
| Admin fee / account holder | $757 | $537+40.9% | $7,964-90.5% | $626+20.8% |