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 GROUP2 years Service code 12 · EIN 06-1053228 | Consulting (pension); Participant loa... | $29,369 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $1,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,921 | $65,390+10.0% | $169,368-57.5% | $71,457+0.6% |
| Participation rate | 81.5% | 67.0%+14.6pp | 77.1%+4.4pp | 67.9%+13.6pp |
| Annual return | 18.90% | 21.31%-2.4pp | 405.60%-386.7pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,148 | $2,079+3.3% | $4,013-46.5% | $2,588-17.0% |
| Participant deferral / active EE | $4,667 | $4,367+6.9% | $6,221-25.0% | $4,289+8.8% |
| Admin fee / account holder | $226 | $1,324-82.9% | $9,003-97.5% | $1,587-85.8% |