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 | $71,776 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $66,564 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,928 |
CHARLES SCHWAB & CO., INC.6 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 | $178,081 | $79,171+124.9% | $102,423+73.9% | $74,495+139.1% |
| Participation rate | 86.4% | 74.8%+11.6pp | 76.5%+9.9pp | 67.2%+19.2pp |
| Annual return | 12.88% | 54.93%-42.1pp | 29.32%-16.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,420 | $2,362+2.5% | $3,023-19.9% | $2,623-7.7% |
| Participant deferral / active EE | $7,762 | $4,415+75.8% | $5,053+53.6% | $4,346+78.6% |
| Admin fee / account holder | $756 | $2,001-62.2% | $9,451-92.0% | $1,942-61.1% |