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 GROUP6 years Service code 12 · EIN 06-1053228 | Consulting (pension); Valuation (appr... | $94,941 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,936 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,307 | $50,815+58.0% | $155,509-48.4% | $77,643+3.4% |
| Participation rate | 98.9% | 63.1%+35.8pp | 78.2%+20.7pp | 70.6%+28.3pp |
| Annual return | 15.51% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.7pp |
| Employer contribution / active EE | $5,603 | $1,993+181.2% | $4,672+19.9% | $2,726+105.5% |
| Participant deferral / active EE | $4,814 | $2,822+70.6% | $5,626-14.4% | $4,647+3.6% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.5% |