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 GROUP8+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Trustee ... | $5,739 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Recordkeeping fees; Account maintenan... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,098 | $60,989-3.1% | $60,874-2.9% | $66,914-11.7% |
| Participation rate | 74.8% | 74.5%+0.3pp | 73.1%+1.7pp | 69.8%+5.0pp |
| Annual return | -12.03% | -9.60%-2.4pp | 16.90%-28.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,892 | $2,661-28.9% | $2,701-30.0% | $2,544-25.6% |
| Participant deferral / active EE | $3,402 | $3,615-5.9% | $3,817-10.9% | $4,237-19.7% |
| Admin fee / account holder | $14 | $338-95.9% | $3,224-99.6% | $593-97.7% |