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 10-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 GROUP5 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $2,510 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,361 | $66,813-6.7% | $100,516-38.0% | $73,488-15.1% |
| Participation rate | 47.0% | 77.5%-30.5pp | 79.4%-32.4pp | 70.7%-23.7pp |
| Annual return | 18.58% | 25.70%-7.1pp | 30.89%-12.3pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,091 | $2,147-49.2% | $3,418-68.1% | $2,270-51.9% |
| Participant deferral / active EE | $1,843 | $5,883-68.7% | $6,270-70.6% | $3,740-50.7% |
| Admin fee / account holder | $31 | $512-93.9% | $8,081-99.6% | $513-93.9% |