Filed February 29, 2024 (most recent of 10 filings on file)
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 | Redemption fees; Trustee (directed); ... | $99,966 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,742 | $86,897+7.9% | $151,611-38.2% | $64,808+44.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -18.98% | -3.57%-15.4pp | 3.33%-22.3pp | 32.82%-51.8pp |
| Employer contribution / active EE | $6,081 | $4,010+51.6% | $6,166-1.4% | $2,506+142.7% |
| Participant deferral / active EE | $5,765 | $6,690-13.8% | $8,363-31.1% | $4,310+33.7% |
| Admin fee / account holder | $228 | $153+49.2% | $11,616-98.0% | $188+21.5% |