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 GROUP8+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Claims proc... | $48,513 |
CHARLES SCHWAB & CO., INC.3 years 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 | $44,453 | $72,254-38.5% | $86,677-48.7% | $64,808-31.4% |
| Participation rate | 99.4% | 80.4%+19.0pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | -16.52% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,568 | $2,393-34.5% | $2,836-44.7% | $2,506-37.4% |
| Participant deferral / active EE | $3,976 | $4,658-14.7% | $4,656-14.6% | $4,310-7.8% |
| Admin fee / account holder | $96 | $174-44.6% | $7,493-98.7% | $188-48.7% |