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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.
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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 LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,666 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,071 |
CHARLES SCHWAB & CO., INC.6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,833 | $55,415+17.0% | $155,509-58.3% | $74,495-13.0% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.1pp | 67.2%-31.1pp |
| Annual return | 13.50% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,129 | $2,267-50.2% | $4,672-75.8% | $2,623-57.0% |
| Participant deferral / active EE | $2,017 | $2,836-28.9% | $5,626-64.1% | $4,346-53.6% |
| Admin fee / account holder | $232 | $1,738-86.7% | $15,912-98.5% | $1,942-88.1% |