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 12 · EIN 06-1053228 | Recordkeeping and information managem... | $55,252 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $19,673 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,576 | $62,928+39.2% | $172,739-49.3% | $67,579+29.6% |
| Participation rate | 99.7% | 64.5%+35.2pp | 82.6%+17.0pp | 71.3%+28.4pp |
| Annual return | 23.74% | 30.36%-6.6pp | 802.84%-779.1pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2,320 | $1,636+41.8% | $5,143-54.9% | $2,148+8.0% |
| Participant deferral / active EE | $3,072 | $2,145+43.2% | $5,198-40.9% | $3,539-13.2% |
| Admin fee / account holder | $21 | $167-87.5% | $13,954-99.9% | $142-85.4% |