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 8-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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $32,252 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $20,009 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $32,050 | $51,197-37.4% | $82,719-61.3% | $66,914-52.1% |
| Participation rate | 86.7% | 67.8%+18.9pp | 72.6%+14.1pp | 69.8%+16.9pp |
| Annual return | -17.88% | -9.64%-8.2pp | 701.18%-719.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,015 | $2,611-61.1% | $3,009-66.3% | $2,544-60.1% |
| Participant deferral / active EE | $3,212 | $3,458-7.1% | $4,395-26.9% | $4,237-24.2% |
| Admin fee / account holder | $252 | $416-39.2% | $5,329-95.3% | $593-57.4% |