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 GROUP6 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Redem... | $2,358 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,585 | $80,968+57.6% | $96,544+32.2% | $75,163+69.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 23.21% | 27.06%-3.9pp | 25.84%-2.6pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,486 | $2,282+8.9% | $2,965-16.2% | $2,670-6.9% |
| Participant deferral / active EE | $7,485 | $3,928+90.6% | $4,851+54.3% | $4,125+81.4% |
| Admin fee / account holder | $35 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |