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 3-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 GROUP1+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Account mainten... | $4,656 |
CHARLES SCHWAB & CO., INC.1+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,062 | $58,320-51.9% | $86,436-67.5% | $66,914-58.1% |
| Participation rate | 76.4% | 78.6%-2.2pp | 80.3%-3.9pp | 69.8%+6.6pp |
| Annual return | -16.49% | -9.71%-6.8pp | 4394.89%-4411.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,051 | $2,615+16.7% | $3,769-19.0% | $2,544+19.9% |
| Participant deferral / active EE | $4,282 | $6,899-37.9% | $6,952-38.4% | $4,237+1.1% |
| Admin fee / account holder | $26 | $546-95.3% | $6,731-99.6% | $593-95.7% |