See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $48,451 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $38,293 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,305 |
CHARLES SCHWAB & CO., INC.4 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,764 | $102,553-6.6% | $151,611-36.8% | $66,914+43.1% |
| Participation rate | 83.4% | 85.5%-2.1pp | 87.5%-4.1pp | 69.8%+13.6pp |
| Annual return | -12.73% | -10.82%-1.9pp | 3.33%-16.1pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,025 | $4,180-51.5% | $6,166-67.2% | $2,544-20.4% |
| Participant deferral / active EE | $6,206 | $6,641-6.6% | $8,363-25.8% | $4,237+46.5% |
| Admin fee / account holder | $411 | $630-34.7% | $11,616-96.5% | $593-30.7% |