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 | Finders' fees / placement fees; Redem... | $21,728 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,780 | $52,293+83.2% | $178,490-46.3% | $73,409+30.5% |
| Participation rate | 83.7% | 65.3%+18.4pp | 81.9%+1.8pp | 72.2%+11.6pp |
| Annual return | 16.36% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $3,669 | $1,735+111.4% | $5,011-26.8% | $2,234+64.3% |
| Participant deferral / active EE | $2,755 | $2,332+18.1% | $5,202-47.0% | $3,805-27.6% |
| Admin fee / account holder | $6 | $127-95.4% | $13,984-100.0% | $158-96.3% |