Filed September 29, 2020 (most recent of 2 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 GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $11,796 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,683 | $96,018-74.3% | $65,493-62.3% | $85,563-71.2% |
| Participation rate | 92.2% | 74.8%+17.3pp | 73.1%+19.1pp | 66.0%+26.2pp |
| Annual return | 14.69% | 14.51%+0.2pp | 982.45%-967.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,411 | $3,235-56.4% | $2,574-45.2% | $2,654-46.8% |
| Participant deferral / active EE | $1,558 | $4,055-61.6% | $3,961-60.7% | $4,375-64.4% |
| Admin fee / account holder | $24 | $271-91.2% | $5,028-99.5% | $834-97.1% |