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 GROUP1 year Service code 12 · EIN 06-1053228 | Trustee (directed); Participant loan ... | $10,555 |
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 | $116,234 | $84,487+37.6% | $125,339-7.3% | $66,914+73.7% |
| Participation rate | 88.5% | 76.4%+12.0pp | 82.4%+6.1pp | 69.8%+18.7pp |
| Annual return | -15.68% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,555 | $6,781-18.1% | $7,446-25.4% | $4,237+31.1% |
| Admin fee / account holder | $69 | $685-89.9% | $10,010-99.3% | $593-88.3% |