See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $9,122 |
CHARLES SCHWAB & CO., INC.4 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).
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 | $150,863 | $82,978+81.8% | $129,995+16.1% | $71,457+111.1% |
| Participation rate | 87.6% | 74.1%+13.5pp | 78.5%+9.1pp | 67.9%+19.7pp |
| Annual return | 19.67% | 20.60%-0.9pp | -137.18%+156.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $2,306 | $2,622-12.0% | $4,320-46.6% | $2,588-10.9% |
| Participant deferral / active EE | $7,403 | $4,432+67.0% | $5,820+27.2% | $4,289+72.6% |
| Admin fee / account holder | $70 | $1,729-95.9% | $10,614-99.3% | $1,587-95.6% |