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 & PRENTIC HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $13,447 |
Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $615 |
Filed as: CHALRES SCHWAB & CO., INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,868 | $80,753-56.8% | $136,294-74.4% | $62,292-44.0% |
| Participation rate | 45.8% | 73.5%-27.7pp | 81.9%-36.1pp | 69.5%-23.7pp |
| Annual return | 18.20% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,576 | $5,164+8.0% | $6,247-10.7% | $3,169+76.0% |
| Admin fee / account holder | $132 | $525-74.9% | $9,243-98.6% | $479-72.5% |