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 7-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; Participant loan ... | $99,170 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,242 | $99,078+13.3% | $96,544+16.3% | $74,419+50.8% |
| Participation rate | 93.1% | 80.7%+12.4pp | 76.0%+17.2pp | 70.7%+22.4pp |
| Annual return | 15.70% | 22.48%-6.8pp | 25.84%-10.1pp | 34.38%-18.7pp |
| Employer contribution / active EE | $4,093 | $2,570+59.2% | $2,965+38.0% | $2,637+55.2% |
| Participant deferral / active EE | $4,314 | $4,933-12.5% | $4,851-11.1% | $4,528-4.7% |
| Admin fee / account holder | $253 | $225+12.6% | $8,252-96.9% | $348-27.3% |