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 GROUP3 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $41,615 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,320 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,978 |
KRILOGY FINANCIAL LLC3 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $8,242 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,669 | $290,732-39.6% | $200,582-12.4% | - |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.9%+10.1pp | - |
| Annual return | 14.89% | 14.10%+0.8pp | 42.33%-27.4pp | - |
| Employer contribution / active EE | $8,455 | $5,017+68.5% | $6,419+31.7% | - |
| Participant deferral / active EE | $17,687 | $8,241+114.6% | $9,331+89.6% | - |
| Admin fee / account holder | $208 | $8,656-97.6% | $16,305-98.7% | - |