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 | $65,285 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $62,463 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,183 |
CHARLES SCHWAB & CO., INC.5 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,603 | $76,050+113.8% | $96,544+68.4% | $71,457+127.6% |
| Participation rate | 89.3% | 74.4%+14.9pp | 76.0%+13.4pp | 67.9%+21.4pp |
| Annual return | 17.00% | 22.81%-5.8pp | 25.84%-8.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,826 | $2,244+115.1% | $2,965+62.8% | $2,588+86.5% |
| Participant deferral / active EE | $8,035 | $4,215+90.6% | $4,851+65.6% | $4,289+87.3% |
| Admin fee / account holder | $698 | $2,707-74.2% | $8,252-91.5% | $1,587-56.0% |