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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 GROUP4 years Service code 12 · EIN 06-1053228 | Claims processing; Consulting (pensio... | $2,016 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,267 | $84,936-29.0% | $111,297-45.9% | $79,386-24.1% |
| Participation rate | 55.6% | 75.9%-20.2pp | 77.3%-21.7pp | 70.7%-15.1pp |
| Annual return | 5.47% | 17.45%-12.0pp | 54.65%-49.2pp | 116.85%-111.4pp |
| Employer contribution / active EE | $1,200 | $1,979-39.3% | $2,731-56.0% | $2,427-50.5% |
| Participant deferral / active EE | $3,391 | $3,888-12.8% | $4,487-24.4% | $4,046-16.2% |
| Admin fee / account holder | $15 | $537-97.2% | $7,964-99.8% | $626-97.6% |