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 | $34,231 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,918 |
CHARLES SCHWAB & CO., INC.6 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 | $39,456 | $60,323-34.6% | $81,812-51.8% | $74,495-47.0% |
| Participation rate | 84.6% | 62.9%+21.7pp | 72.3%+12.2pp | 67.2%+17.4pp |
| Annual return | 13.15% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,121 | $2,620-57.2% | $2,912-61.5% | $2,623-57.3% |
| Participant deferral / active EE | $3,190 | $3,387-5.8% | $4,319-26.1% | $4,346-26.6% |
| Admin fee / account holder | $256 | $1,486-82.8% | $7,386-96.5% | $1,942-86.8% |