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 ADVISORS INC. Service code 28 · EIN 06-1397347 | Investment Management | $10,203 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $275,059 | $80,753+240.6% | $136,294+101.8% | $62,292+341.6% |
| Participation rate | 95.4% | 73.5%+21.8pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 18.09% | 35.83%-17.7pp | 5155.94%-5137.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $9,099 | $2,884+215.5% | $4,695+93.8% | $2,042+345.5% |
| Participant deferral / active EE | $6,584 | $5,164+27.5% | $6,247+5.4% | $3,169+107.7% |
| Admin fee / account holder | $111 | $525-78.9% | $9,243-98.8% | $479-76.8% |