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: KIBBLE & PRENTICE Service code 15 · EIN 91-0885593 601 UNION ST SUITE 1000 · SEATTLE, WA 98101 | Recordkeeping | $15,165 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $1,318 |
Filed as: CHARLES SCHWAB & CO INC Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,544 | $80,753-64.7% | $136,294-79.1% | $62,292-54.2% |
| Participation rate | 50.0% | 73.5%-23.5pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 18.51% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $513 | $2,884-82.2% | $4,695-89.1% | $2,042-74.9% |
| Participant deferral / active EE | $4,854 | $5,164-6.0% | $6,247-22.3% | $3,169+53.2% |
| Admin fee / account holder | $158 | $525-69.9% | $9,243-98.3% | $479-67.0% |