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 GROUP2 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $42,677 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,331 | $65,061-79.5% | $143,757-90.7% | $66,914-80.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.43% | -11.14%-8.3pp | -0.04%-19.4pp | 1.58%-21.0pp |
| Employer contribution / active EE | $8,709 | $2,361+268.9% | $4,951+75.9% | $2,544+242.3% |
| Participant deferral / active EE | $3,590 | $2,919+23.0% | $5,637-36.3% | $4,237-15.3% |
| Admin fee / account holder | $122 | $502-75.7% | $14,673-99.2% | $593-79.4% |