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 GROUP9+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Trust... | $7,172 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967289 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,196 | $65,557+1.0% | $64,056+3.3% | $71,457-7.4% |
| Participation rate | 72.7% | 73.2%-0.5pp | 72.3%+0.4pp | 67.9%+4.7pp |
| Annual return | 14.66% | 18.94%-4.3pp | 33.69%-19.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,774 | $2,669-33.5% | $2,747-35.4% | $2,588-31.4% |
| Participant deferral / active EE | $3,273 | $3,626-9.7% | $3,880-15.6% | $4,289-23.7% |
| Admin fee / account holder | $18 | $616-97.2% | $3,068-99.4% | $1,587-98.9% |