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 GROUP5 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Trust... | $86,867 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,429 |
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 | $72,967 | $47,126+54.8% | $149,673-51.2% | $74,419-1.9% |
| Participation rate | 97.1% | 63.4%+33.7pp | 78.8%+18.4pp | 70.7%+26.4pp |
| Annual return | 19.85% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $4,854 | $1,905+154.8% | $4,818+0.8% | $2,637+84.1% |
| Participant deferral / active EE | $4,332 | $2,728+58.8% | $5,680-23.7% | $4,528-4.3% |
| Admin fee / account holder | $13 | $343-96.1% | $13,210-99.9% | $348-96.1% |