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 GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 65 · EIN 06-1053228 | Account Maintenance | $12,771 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,469 | $101,317+91.0% | $146,958+31.6% | $74,495+159.7% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.7pp | 67.2%+29.6pp |
| Annual return | 14.04% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,322 | $3,810-12.8% | $4,933-32.7% | $2,623+26.6% |
| Participant deferral / active EE | $11,201 | $7,303+53.4% | $8,070+38.8% | $4,346+157.8% |
| Admin fee / account holder | $126 | $1,739-92.7% | $12,998-99.0% | $1,942-93.5% |