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 |
|---|---|---|
MONETA GROUP LLC5 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $41,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,895 |
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 | $165,435 | $101,317+63.3% | $146,958+12.6% | $74,495+122.1% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 16.27% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $5,948 | $3,810+56.1% | $4,933+20.6% | $2,623+126.8% |
| Participant deferral / active EE | $15,480 | $7,303+112.0% | $8,070+91.8% | $4,346+256.2% |
| Admin fee / account holder | $579 | $1,739-66.7% | $12,998-95.5% | $1,942-70.2% |