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 GROUP2 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Parti... | $9,163 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,267 | $66,813+38.1% | $100,516-8.2% | $73,488+25.6% |
| Participation rate | 95.3% | 77.5%+17.8pp | 79.4%+15.9pp | 70.7%+24.6pp |
| Annual return | 21.94% | 25.70%-3.8pp | 30.89%-8.9pp | 28.51%-6.6pp |
| Employer contribution / active EE | $3,818 | $2,147+77.9% | $3,418+11.7% | $2,270+68.2% |
| Participant deferral / active EE | $5,703 | $5,883-3.1% | $6,270-9.0% | $3,740+52.5% |
| Admin fee / account holder | $27 | $512-94.8% | $8,081-99.7% | $513-94.8% |