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 GROUP6 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Sub-transfer agen... | $12,218 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,614 |
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 | $121,640 | $55,415+119.5% | $155,509-21.8% | $74,495+63.3% |
| Participation rate | 92.7% | 61.9%+30.8pp | 78.2%+14.6pp | 67.2%+25.5pp |
| Annual return | 12.69% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,851 | $2,267-18.4% | $4,672-60.4% | $2,623-29.4% |
| Participant deferral / active EE | $6,369 | $2,836+124.6% | $5,626+13.2% | $4,346+46.6% |
| Admin fee / account holder | $13 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |