See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $45,143 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,085 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,463 |
CHARLES SCHWAB & CO., INC.3 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 | $84,402 | $119,446-29.3% | $150,045-43.7% | $85,563-1.4% |
| Participation rate | 94.8% | 75.4%+19.4pp | 82.3%+12.5pp | 66.0%+28.9pp |
| Annual return | 18.97% | 23.72%-4.7pp | 62.55%-43.6pp | 31.51%-12.5pp |
| Employer contribution / active EE | $3,378 | $4,078-17.2% | $4,693-28.0% | $2,654+27.3% |
| Participant deferral / active EE | $7,347 | $7,985-8.0% | $7,997-8.1% | $4,375+67.9% |
| Admin fee / account holder | $159 | $548-70.9% | $13,435-98.8% | $834-80.9% |