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 GROUP7+ years Service code 12 · EIN 06-1053228 | Redemption fees; Recordkeeping fees; ... | $46,320 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,567 | $99,985+218.6% | $146,665+117.2% | $85,850+271.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.28% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $9,733 | $2,559+280.4% | $4,136+135.3% | $2,565+279.4% |
| Participant deferral / active EE | $12,859 | $4,006+221.0% | $5,506+133.5% | $3,952+225.4% |
| Admin fee / account holder | $346 | $7,702-95.5% | $10,280-96.6% | $6,260-94.5% |