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 GROUP6 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Redemption fees; ... | $10,898 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,063 | $79,013+55.8% | $100,391+22.6% | $74,495+65.2% |
| Participation rate | 94.7% | 79.5%+15.2pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 15.83% | 20.41%-4.6pp | 49.20%-33.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,650 | $3,021+53.9% | $3,942+18.0% | $2,623+77.3% |
| Participant deferral / active EE | $6,442 | $7,760-17.0% | $8,082-20.3% | $4,346+48.2% |
| Admin fee / account holder | $22 | $1,320-98.3% | $7,899-99.7% | $1,942-98.8% |