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 |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $35,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,752 |
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 | $152,600 | $105,181+45.1% | $159,436-4.3% | $85,850+77.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 18.90% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $4,717 | $3,318+42.1% | $4,829-2.3% | $2,565+83.9% |
| Participant deferral / active EE | $13,697 | $5,945+130.4% | $7,352+86.3% | $3,952+246.6% |
| Admin fee / account holder | $577 | $6,933-91.7% | $10,799-94.7% | $6,260-90.8% |