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 Filed as: KIBBLE & PRENTICE Service code 15 · EIN 91-0885593 | Recordkeeping | $4,908 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $1,009 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,556 | $74,089-41.2% | $133,980-67.5% | $55,167-21.0% |
| Participation rate | 65.7% | 84.3%-18.5pp | 87.1%-21.3pp | 69.0%-3.3pp |
| Annual return | 11.61% | 12.11%-0.5pp | 29.30%-17.7pp | 169.23%-157.6pp |
| Employer contribution / active EE | $955 | $3,064-68.8% | $5,211-81.7% | $1,963-51.3% |
| Participant deferral / active EE | $4,124 | $4,678-11.8% | $6,282-34.4% | $3,054+35.0% |
| Admin fee / account holder | $45 | $458-90.1% | $9,324-99.5% | $504-91.0% |