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 GROUP1 year Service code 12 · EIN 06-1053228 | Trustee (directed); Finders' fees / p... | $7,814 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,083 |
Service code 11 · EIN 11-2836994 | Actuarial | $2,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,237 | $58,655+30.0% | $91,989-17.1% | $65,185+17.0% |
| Participation rate | 84.3% | 75.3%+9.0pp | 78.6%+5.6pp | 70.2%+14.1pp |
| Annual return | 36.07% | 33.92%+2.1pp | 69.02%-33.0pp | 29.38%+6.7pp |
| Employer contribution / active EE | $3,983 | $2,080+91.4% | $3,452+15.4% | $2,177+83.0% |
| Participant deferral / active EE | $5,154 | $5,474-5.9% | $5,923-13.0% | $3,514+46.7% |
| Admin fee / account holder | $27 | $434-93.9% | $7,743-99.7% | $847-96.9% |