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 GROUP6 years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $37,811 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,074 |
Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,747 | $50,815+149.4% | $155,509-18.5% | $77,643+63.2% |
| Participation rate | 86.0% | 63.1%+22.9pp | 78.2%+7.9pp | 70.6%+15.5pp |
| Annual return | 15.58% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $5,362 | $1,993+169.1% | $4,672+14.8% | $2,726+96.7% |
| Participant deferral / active EE | $4,495 | $2,822+59.3% | $5,626-20.1% | $4,647-3.3% |
| Admin fee / account holder | $354 | $437-19.0% | $15,912-97.8% | $430-17.8% |