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 | Recordkeeping and information managem... | $36,959 |
CHARLES SCHWAB & CO., INC.3 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 | $110,210 | $86,655+27.2% | $119,609-7.9% | $66,914+64.7% |
| Participation rate | 90.1% | 75.6%+14.5pp | 79.3%+10.8pp | 69.8%+20.3pp |
| Annual return | -16.07% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,198 | $2,536-13.3% | $4,232-48.1% | $2,544-13.6% |
| Participant deferral / active EE | $7,217 | $4,358+65.6% | $5,602+28.8% | $4,237+70.3% |
| Admin fee / account holder | $248 | $755-67.1% | $10,323-97.6% | $593-58.2% |