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 GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $66,546 |
Service code 11 · EIN 11-2836994 | Actuarial | $27,387 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,816 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,669 | $69,231-12.4% | $91,989-34.0% | $67,579-10.2% |
| Participation rate | 75.2% | 78.9%-3.7pp | 78.6%-3.4pp | 71.3%+4.0pp |
| Annual return | 39.73% | 32.03%+7.7pp | 69.02%-29.3pp | 378.56%-338.8pp |
| Employer contribution / active EE | $959 | $2,284-58.0% | $3,452-72.2% | $2,148-55.3% |
| Participant deferral / active EE | $4,549 | $5,854-22.3% | $5,923-23.2% | $3,539+28.5% |
| Admin fee / account holder | $61 | $107-43.6% | $7,743-99.2% | $142-57.4% |