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 LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $131 |
CHARLES SCHWAB & CO., INC.3+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,501 | $63,745-66.3% | $98,442-78.2% | $79,386-72.9% |
| Participation rate | 31.0% | 69.9%-38.9pp | 73.3%-42.4pp | 70.7%-39.8pp |
| Annual return | 13.55% | 625.80%-612.2pp | 1492.73%-1479.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $511 | $2,557-80.0% | $2,960-82.7% | $2,427-78.9% |
| Participant deferral / active EE | $1,670 | $3,303-49.4% | $4,276-60.9% | $4,046-58.7% |
| Admin fee / account holder | $33 | $516-93.7% | $5,949-99.5% | $626-94.8% |