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 | Trustee (directed); Distribution (12b... | $283,356 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,822 |
Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,707 | $47,126+164.6% | $149,673-16.7% | $74,419+67.6% |
| Participation rate | 80.4% | 63.4%+17.0pp | 78.8%+1.6pp | 70.7%+9.7pp |
| Annual return | 18.36% | 22.75%-4.4pp | 134.42%-116.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,203 | $1,905+173.1% | $4,818+8.0% | $2,637+97.3% |
| Participant deferral / active EE | $4,295 | $2,728+57.5% | $5,680-24.4% | $4,528-5.1% |
| Admin fee / account holder | $49 | $343-85.6% | $13,210-99.6% | $348-85.8% |