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 7-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 LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $19 |
CHARLES SCHWAB & CO., INC.2+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,050 | $66,124-69.7% | $90,404-77.8% | $73,488-72.7% |
| Participation rate | 21.1% | 69.7%-48.6pp | 72.7%-51.6pp | 70.7%-49.6pp |
| Annual return | 15.95% | 17.65%-1.7pp | 1293.02%-1277.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $290 | $2,346-87.7% | $3,262-91.1% | $2,270-87.2% |
| Participant deferral / active EE | $860 | $3,039-71.7% | $3,963-78.3% | $3,740-77.0% |
| Admin fee / account holder | $10 | $396-97.6% | $5,611-99.8% | $513-98.1% |