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 37 · EIN 04-2647786 | Loan Processing | $30,312 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $10,350 |
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 | $144,222 | $98,750+46.0% | $149,696-3.7% | $79,858+80.6% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 14.26% | 27.43%-13.2pp | 276.60%-262.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,381 | $3,216+5.1% | $4,644-27.2% | $2,471+36.8% |
| Participant deferral / active EE | $10,997 | $5,680+93.6% | $6,842+60.7% | $3,740+194.0% |
| Admin fee / account holder | $403 | $6,053-93.3% | $9,309-95.7% | $5,306-92.4% |