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 GROUP2 years Service code 12 · EIN 06-1053228 | Consulting (pension); Participant loa... | $72,071 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $15,835 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,677 |
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 | $70,040 | $78,781-11.1% | $100,516-30.3% | $73,409-4.6% |
| Participation rate | 71.7% | 80.0%-8.4pp | 79.4%-7.7pp | 72.2%-0.5pp |
| Annual return | 20.86% | 31.69%-10.8pp | 30.89%-10.0pp | 59.29%-38.4pp |
| Employer contribution / active EE | $1,244 | $2,420-48.6% | $3,418-63.6% | $2,234-44.3% |
| Participant deferral / active EE | $5,732 | $6,537-12.3% | $6,270-8.6% | $3,805+50.6% |
| Admin fee / account holder | $85 | $145-41.4% | $8,081-98.9% | $158-46.1% |