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 GROUP9+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping f... | $103,983 |
CHARLES SCHWAB & CO., INC.3 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 | $131,164 | $100,227+30.9% | $169,993-22.8% | $74,419+76.3% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 19.68% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $6,235 | $4,263+46.3% | $6,785-8.1% | $2,637+136.4% |
| Participant deferral / active EE | $6,001 | $7,143-16.0% | $10,408-42.3% | $4,528+32.5% |
| Admin fee / account holder | $276 | $234+17.7% | $12,815-97.8% | $348-20.7% |