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 GROUP4 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Redemption ... | $14,037 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,170 | $60,989+49.5% | $60,874+49.8% | $66,914+36.2% |
| Participation rate | 71.1% | 74.5%-3.4pp | 73.1%-2.0pp | 69.8%+1.3pp |
| Annual return | -12.99% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,370 | $2,661+26.7% | $2,701+24.8% | $2,544+32.5% |
| Participant deferral / active EE | $5,708 | $3,615+57.9% | $3,817+49.6% | $4,237+34.7% |
| Admin fee / account holder | $79 | $338-76.7% | $3,224-97.6% | $593-86.7% |