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 6-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 GROUP2+ years Service code 12 · EIN 06-1053228 | Claims processing; Consulting (pensio... | $3,793 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,529 | $99,957-61.5% | $149,696-74.3% | $73,488-47.6% |
| Participation rate | 41.9% | 75.7%-33.8pp | 82.5%-40.6pp | 70.7%-28.8pp |
| Annual return | 37.31% | 53.87%-16.6pp | 276.60%-239.3pp | 28.51%+8.8pp |
| Employer contribution / active EE | $1,523 | $3,191-52.3% | $4,644-67.2% | $2,270-32.9% |
| Participant deferral / active EE | $4,948 | $6,073-18.5% | $6,842-27.7% | $3,740+32.3% |
| Admin fee / account holder | $39 | $551-92.9% | $9,309-99.6% | $513-92.4% |