Filed July 8, 2026
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 |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Redem... | $19,144 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
Service code 18 · EIN 94-1737782 | Investment management; Custodial (oth... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
TIAA1 year Filed as: TIAA INVESTMENTS Service code 62 · EIN 13-1624203 | Float revenue | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,899 | $74,706+61.8% | $75,696+59.7% | $79,386+52.3% |
| Participation rate | 78.2% | 75.3%+2.8pp | 74.8%+3.4pp | 70.7%+7.5pp |
| Annual return | 27.80% | 18.52%+9.3pp | 104.53%-76.7pp | 116.85%-89.1pp |
| Employer contribution / active EE | $5,959 | $2,590+130.1% | $2,743+117.3% | $2,427+145.5% |
| Participant deferral / active EE | $5,071 | $3,533+43.5% | $3,821+32.7% | $4,046+25.4% |
| Admin fee / account holder | $48 | $374-87.2% | $3,619-98.7% | $626-92.3% |