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 GROUP1 year Service code 12 · EIN 06-1053228 | Redemption fees; Account maintenance ... | $28,063 |
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 | $62,021 | $59,159+4.8% | $159,960-61.2% | $66,914-7.3% |
| Participation rate | 76.4% | 68.1%+8.3pp | 78.0%-1.6pp | 69.8%+6.6pp |
| Annual return | -16.71% | -12.26%-4.5pp | 408.60%-425.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,671 | $1,983-15.7% | $4,226-60.4% | $2,544-34.3% |
| Participant deferral / active EE | $4,272 | $4,395-2.8% | $6,182-30.9% | $4,237+0.8% |
| Admin fee / account holder | $230 | $591-61.1% | $8,698-97.4% | $593-61.2% |