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 GROUP3 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $90,221 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,913 |
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 | $83,911 | $56,485+48.6% | $185,823-54.8% | $86,799-3.3% |
| Participation rate | 95.3% | 65.5%+29.9pp | 81.7%+13.6pp | 72.3%+23.1pp |
| Annual return | 15.75% | 118.04%-102.3pp | 122.05%-106.3pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,445 | $1,843+32.7% | $5,167-52.7% | $2,405+1.6% |
| Participant deferral / active EE | $3,317 | $2,553+29.9% | $5,568-40.4% | $4,131-19.7% |
| Admin fee / account holder | $16 | $150-89.5% | $16,237-99.9% | $170-90.8% |