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); Recordkeeping f... | $73,699 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,489 |
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 | $88,433 | $52,293+69.1% | $178,490-50.5% | $73,409+20.5% |
| Participation rate | 98.0% | 65.3%+32.7pp | 81.9%+16.1pp | 72.2%+25.9pp |
| Annual return | 14.89% | 34.75%-19.9pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,154 | $1,735+24.1% | $5,011-57.0% | $2,234-3.6% |
| Participant deferral / active EE | $3,027 | $2,332+29.8% | $5,202-41.8% | $3,805-20.5% |
| Admin fee / account holder | $16 | $127-87.5% | $13,984-99.9% | $158-89.9% |