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 GROUP6+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $43,818 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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 | $49,891 | $79,519-37.3% | $95,952-48.0% | $73,409-32.0% |
| Participation rate | 98.4% | 81.2%+17.2pp | 77.1%+21.3pp | 72.2%+26.2pp |
| Annual return | 21.32% | 19.20%+2.1pp | 91.61%-70.3pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,389 | $2,048-32.2% | $2,541-45.3% | $2,234-37.8% |
| Participant deferral / active EE | $3,511 | $4,138-15.1% | $4,167-15.7% | $3,805-7.7% |
| Admin fee / account holder | $86 | $184-53.4% | $6,795-98.7% | $158-45.6% |