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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 LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $25,427 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,069 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,870 | $50,982+46.9% | $154,803-51.6% | $85,563-12.5% |
| Participation rate | 39.1% | 59.8%-20.7pp | 78.1%-39.0pp | 66.0%-26.9pp |
| Annual return | 16.52% | 30.35%-13.8pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,190 | $1,708-30.3% | $4,305-72.3% | $2,654-55.1% |
| Participant deferral / active EE | $2,180 | $2,474-11.9% | $5,540-60.7% | $4,375-50.2% |
| Admin fee / account holder | $231 | $846-72.7% | $14,329-98.4% | $834-72.3% |