See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $21,346 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,250 |
CHARLES SCHWAB & CO., INC.5 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.
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 | $56,051 | $61,272-8.5% | $149,673-62.6% | $71,457-21.6% |
| Participation rate | 42.7% | 62.5%-19.8pp | 78.8%-36.0pp | 67.9%-25.2pp |
| Annual return | 17.63% | 35.85%-18.2pp | 134.42%-116.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,250 | $2,378-47.5% | $4,818-74.1% | $2,588-51.7% |
| Participant deferral / active EE | $1,989 | $2,917-31.8% | $5,680-65.0% | $4,289-53.6% |
| Admin fee / account holder | $198 | $1,261-84.3% | $13,210-98.5% | $1,587-87.5% |