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 GROUP8+ years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Participan... | $17,410 |
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 | $107,914 | $59,107+82.6% | $86,436+24.8% | $68,494+57.6% |
| Participation rate | 83.5% | 75.2%+8.3pp | 80.3%+3.2pp | 67.9%+15.7pp |
| Annual return | -13.56% | -0.23%-13.3pp | 4394.89%-4408.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,735 | $5,901-53.7% | $6,952-60.7% | $4,027-32.1% |
| Admin fee / account holder | $136 | $5,637-97.6% | $6,731-98.0% | $5,403-97.5% |