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, LLP4 years 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 | $88,360+7.1% | $145,433-34.9% | $67,986+39.2% |
| Participation rate | 56.3% | 65.5%-9.2pp | 82.1%-25.8pp | 57.2%-0.9pp |
| Annual return | 14.01% | 63.15%-49.1pp | 66.58%-52.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $627 | $3,054-79.5% | $4,554-86.2% | $2,019-69.0% |
| Participant deferral / active EE | $8,558 | $5,932+44.3% | $7,897+8.4% | $3,358+154.8% |
| Admin fee / account holder | $471 | $3,313-85.8% | $13,129-96.4% | $3,203-85.3% |