See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 | Recordkeeping | $22,158 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $5,442 |
CHARLES SCHWAB & CO., INC.11+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $3,610 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLE SCHWAB TRUST BANK Service code 59 | Shareholder Servicing | $1,948 |
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 | $113,391 | $95,803+18.4% | $113,168+0.2% | $84,808+33.7% |
| Participation rate | 97.5% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.2pp |
| Annual return | 14.80% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,946 | $2,360+109.6% | $2,975+66.2% | $2,631+88.0% |
| Participant deferral / active EE | $5,193 | $4,242+22.4% | $5,107+1.7% | $4,212+23.3% |
| Admin fee / account holder | $230 | $8,989-97.4% | $12,068-98.1% | $7,344-96.9% |