See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $13,004 |
CHARLES SCHWAB & CO., INC.2 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 | $107,878 | $74,706+44.4% | $75,696+42.5% | $79,386+35.9% |
| Participation rate | 87.3% | 75.3%+11.9pp | 74.8%+12.4pp | 70.7%+16.6pp |
| Annual return | 12.94% | 18.52%-5.6pp | 104.53%-91.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $3,547 | $2,590+36.9% | $2,743+29.3% | $2,427+46.1% |
| Participant deferral / active EE | $6,200 | $3,533+75.5% | $3,821+62.2% | $4,046+53.3% |
| Admin fee / account holder | $56 | $374-85.1% | $3,619-98.5% | $626-91.1% |