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 GROUP2 years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $7,552 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,049 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,214 | $81,474-2.8% | $133,956-40.9% | $73,488+7.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 11.24% | 19.40%-8.2pp | 45.09%-33.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $7,294 | $2,209+230.2% | $3,919+86.1% | $2,270+221.3% |
| Participant deferral / active EE | $4,120 | $3,786+8.8% | $5,048-18.4% | $3,740+10.2% |
| Admin fee / account holder | $52 | $713-92.6% | $8,927-99.4% | $513-89.8% |