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 | Claims processing; Participant loan p... | $13,093 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,401 | $61,272+122.6% | $149,673-8.9% | $71,457+90.9% |
| Participation rate | 91.0% | 62.5%+28.5pp | 78.8%+12.2pp | 67.9%+23.1pp |
| Annual return | 18.47% | 35.85%-17.4pp | 134.42%-115.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,659 | $2,378-30.2% | $4,818-65.6% | $2,588-35.9% |
| Participant deferral / active EE | $6,732 | $2,917+130.8% | $5,680+18.5% | $4,289+57.0% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.6% |