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 Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $34,573 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,956 | $49,227+44.1% | $70,449+0.7% | $79,858-11.1% |
| Participation rate | 47.0% | 69.2%-22.2pp | 75.1%-28.1pp | 69.6%-22.6pp |
| Annual return | 9.35% | 30.06%-20.7pp | 109.03%-99.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,043 | $2,768-26.2% | $3,709-44.9% | $3,740-45.4% |
| Admin fee / account holder | $393 | $2,878-86.3% | $3,845-89.8% | $5,306-92.6% |