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 |
|---|---|---|
Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $67,187 |
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $33,921 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,235 | $46,292+136.0% | $143,757-24.0% | $64,808+68.6% |
| Participation rate | 96.6% | 64.2%+32.4pp | 80.3%+16.3pp | 71.5%+25.1pp |
| Annual return | -15.88% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $6,173 | $1,910+223.3% | $4,951+24.7% | $2,506+146.4% |
| Participant deferral / active EE | $4,872 | $2,646+84.1% | $5,637-13.6% | $4,310+13.0% |
| Admin fee / account holder | $50 | $154-67.6% | $14,673-99.7% | $188-73.4% |