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 LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $49,431 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $48,797 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $13,288 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,694 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,638 | $100,923-6.2% | $150,045-36.9% | $74,304+27.4% |
| Participation rate | 56.3% | 70.1%-13.8pp | 82.3%-26.0pp | 60.3%-4.0pp |
| Annual return | 14.01% | 51.77%-37.8pp | 62.55%-48.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $627 | $3,463-81.9% | $4,693-86.6% | $2,241-72.0% |
| Participant deferral / active EE | $8,558 | $6,709+27.6% | $7,997+7.0% | $3,767+127.2% |
| Admin fee / account holder | $471 | $2,767-83.0% | $13,435-96.5% | $2,969-84.2% |