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; ... | $965 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,397 | $93,182+3.5% | $146,665-34.3% | $79,386+21.4% |
| Participation rate | 68.6% | 76.4%-7.9pp | 80.1%-11.5pp | 70.7%-2.1pp |
| Annual return | 12.27% | 21.61%-9.3pp | 22.74%-10.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,653 | $4,169-36.4% | $5,506-51.8% | $4,046-34.4% |
| Admin fee / account holder | $12 | $585-97.9% | $10,280-99.9% | $626-98.1% |