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) | $18,816 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $17,735 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,935 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,138 | $81,248+122.9% | $155,509+16.5% | $80,856+124.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.31% | 33.31%-13.0pp | 64.67%-44.4pp | 35.59%-15.3pp |
| Employer contribution / active EE | $11,161 | $3,100+260.0% | $4,672+138.9% | $2,755+305.1% |
| Participant deferral / active EE | $6,437 | $3,452+86.5% | $5,626+14.4% | $4,296+49.9% |
| Admin fee / account holder | $242 | $7,997-97.0% | $15,912-98.5% | $6,918-96.5% |