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 GROUP6+ years Service code 12 · EIN 06-1053228 | Redemption fees; Account maintenance ... | $7,541 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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 | $21,736 | $42,353-48.7% | $79,550-72.7% | $64,808-66.5% |
| Participation rate | 71.7% | 64.8%+7.0pp | 69.5%+2.2pp | 71.5%+0.2pp |
| Annual return | -17.27% | -12.24%-5.0pp | 0.16%-17.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $979 | $1,181-17.1% | $2,413-59.4% | $2,506-60.9% |
| Participant deferral / active EE | $4,031 | $3,170+27.1% | $3,985+1.1% | $4,310-6.5% |
| Admin fee / account holder | $15 | $160-90.4% | $6,832-99.8% | $188-91.8% |