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 GROUP4 years Service code 12 · EIN 06-1053228 | Consulting (pension); Distribution (1... | $95,031 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,045 |
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 | $68,447 | $46,292+47.9% | $143,757-52.4% | $64,808+5.6% |
| Participation rate | 98.6% | 64.2%+34.4pp | 80.3%+18.3pp | 71.5%+27.2pp |
| Annual return | -15.98% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,789 | $1,910+46.1% | $4,951-43.7% | $2,506+11.3% |
| Participant deferral / active EE | $4,096 | $2,646+54.8% | $5,637-27.3% | $4,310-5.0% |
| Admin fee / account holder | $19 | $154-87.3% | $14,673-99.9% | $188-89.6% |