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 11 · EIN 06-1053228 | Actuarial | $16,450 |
COHNREZNICK LLP6 years Service code 10 · EIN 22-1478099 | Accounting | $14,700 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,250 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6,913 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $318,230-100.0% | $306,246-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 12.94% | 37.66%-24.7pp | 35.14%-22.2pp | 24.42%-11.5pp |
| Employer contribution / active EE | $29,900 | $48,345-38.2% | $46,378-35.5% | $41,338-27.7% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,079-100.0% |