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 8-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 | Trustee (directed); Distribution (12b... | $5,950 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,807 | $50,956-61.1% | $96,562-79.5% | $86,799-77.2% |
| Participation rate | 83.4% | 65.2%+18.2pp | 69.8%+13.6pp | 72.3%+11.1pp |
| Annual return | 12.50% | 21.27%-8.8pp | 37.78%-25.3pp | 97.91%-85.4pp |
| Employer contribution / active EE | $748 | $1,111-32.6% | $2,356-68.2% | $2,405-68.9% |
| Participant deferral / active EE | $3,267 | $2,954+10.6% | $3,849-15.1% | $4,131-20.9% |
| Admin fee / account holder | $11 | $166-93.1% | $6,181-99.8% | $170-93.2% |