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 GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 | Recordkeeping | $22,142 |
Filed as: CHARLE SCHWAB TRUST BANK Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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 | $112,988 | $86,929+30.0% | $102,423+10.3% | $80,856+39.7% |
| Participation rate | 91.1% | 72.4%+18.8pp | 76.5%+14.6pp | 67.6%+23.5pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,819 | $2,369+103.4% | $3,023+59.4% | $2,755+74.9% |
| Participant deferral / active EE | $5,176 | $4,118+25.7% | $5,053+2.4% | $4,296+20.5% |
| Admin fee / account holder | $223 | $8,049-97.2% | $9,451-97.6% | $6,918-96.8% |