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 GROUP5 years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping a... | $9,884 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,073 |
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 | $108,680 | $69,477+56.4% | $94,646+14.8% | $71,457+52.1% |
| Participation rate | 89.6% | 78.4%+11.1pp | 80.8%+8.8pp | 67.9%+21.7pp |
| Annual return | 23.66% | 29.66%-6.0pp | 156.71%-133.0pp | 28.85%-5.2pp |
| Employer contribution / active EE | $4,439 | $2,853+55.6% | $3,672+20.9% | $2,588+71.5% |
| Participant deferral / active EE | $6,345 | $7,345-13.6% | $7,418-14.5% | $4,289+48.0% |
| Admin fee / account holder | $22 | $1,210-98.2% | $7,231-99.7% | $1,587-98.6% |