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 GROUP5 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Consulting... | $2,243 |
CHARLES SCHWAB & CO., INC.2 years 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.
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 | $64,910 | $65,435-0.8% | $86,677-25.1% | $66,914-3.0% |
| Participation rate | 32.4% | 75.5%-43.1pp | 76.6%-44.2pp | 69.8%-37.4pp |
| Annual return | -14.20% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $950 | $2,153-55.9% | $2,836-66.5% | $2,544-62.7% |
| Participant deferral / active EE | $2,790 | $4,100-31.9% | $4,656-40.1% | $4,237-34.1% |
| Admin fee / account holder | $21 | $642-96.8% | $7,493-99.7% | $593-96.5% |