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 GROUP7+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $24,047 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Recordkeeping fees; Investment manage... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
TIAA2 years 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 | $103,787 | $60,989+70.2% | $60,874+70.5% | $66,914+55.1% |
| Participation rate | 94.6% | 74.5%+20.1pp | 73.1%+21.5pp | 69.8%+24.8pp |
| Annual return | -12.53% | -9.60%-2.9pp | 16.90%-29.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $7,656 | $2,661+187.8% | $2,701+183.4% | $2,544+200.9% |
| Participant deferral / active EE | $6,674 | $3,615+84.6% | $3,817+74.9% | $4,237+57.5% |
| Admin fee / account holder | $60 | $338-82.2% | $3,224-98.1% | $593-89.8% |