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 GROUP3+ years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $17,275 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,299 | $136,791+1.1% | $133,956+3.2% | - |
| Participation rate | 90.9% | 70.8%+20.1pp | 79.8%+11.1pp | - |
| Annual return | 9.31% | 9.25%+0.1pp | 45.09%-35.8pp | - |
| Employer contribution / active EE | $2,201 | $2,431-9.5% | $3,919-43.8% | - |
| Participant deferral / active EE | $6,894 | $3,586+92.3% | $5,048+36.6% | - |
| Admin fee / account holder | $123 | $8,409-98.5% | $8,927-98.6% | - |