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 | Claims processing; Participant loan p... | $29,502 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,732 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,269 | $56,485+141.2% | $185,823-26.7% | $86,799+57.0% |
| Participation rate | 79.7% | 65.5%+14.2pp | 81.7%-2.0pp | 72.3%+7.4pp |
| Annual return | 41.20% | 118.04%-76.8pp | 122.05%-80.9pp | 97.91%-56.7pp |
| Employer contribution / active EE | $4,168 | $1,843+126.2% | $5,167-19.3% | $2,405+73.3% |
| Participant deferral / active EE | $3,118 | $2,553+22.1% | $5,568-44.0% | $4,131-24.5% |
| Admin fee / account holder | $49 | $150-66.9% | $16,237-99.7% | $170-70.8% |