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 Service code 11 · EIN 06-1053228 | Actuarial | $36,997 |
Filed as: CHERNOFF DIAMOND & CO. LLC Service code 11 · EIN 11-2836994 | Actuarial | $12,490 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,203 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,385 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,293 | $54,237-46.0% | $90,281-67.6% | $67,579-56.7% |
| Participation rate | 86.3% | 68.6%+17.7pp | 73.3%+13.0pp | 71.3%+15.0pp |
| Annual return | 186.81% | 37.27%+149.5pp | 78.10%+108.7pp | 378.56%-191.7pp |
| Employer contribution / active EE | $1,666 | $1,846-9.8% | $2,854-41.6% | $2,148-22.4% |
| Participant deferral / active EE | $4,910 | $2,625+87.1% | $3,885+26.4% | $3,539+38.7% |
| Admin fee / account holder | $104 | $123-15.4% | $5,351-98.1% | $142-26.7% |