See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Account ma... | $35,316 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,436 | $73,360+13.7% | $177,989-53.1% | $74,495+12.0% |
| Participation rate | 80.4% | 66.6%+13.7pp | 77.1%+3.3pp | 67.2%+13.2pp |
| Annual return | 13.36% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,463 | $2,216+11.1% | $3,949-37.6% | $2,623-6.1% |
| Participant deferral / active EE | $4,653 | $4,513+3.1% | $6,276-25.9% | $4,346+7.1% |
| Admin fee / account holder | $278 | $1,808-84.6% | $10,363-97.3% | $1,942-85.7% |