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 | Valuation (appraisals, etc.); Sub-tra... | $32,405 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,754 | $48,406-38.5% | $104,607-71.6% | $90,288-67.0% |
| Participation rate | 73.1% | 64.3%+8.8pp | 74.1%-1.0pp | 73.4%-0.2pp |
| Annual return | 15.85% | 18.72%-2.9pp | 340.46%-324.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $708 | $1,115-36.5% | $2,681-73.6% | $2,524-72.0% |
| Participant deferral / active EE | $1,949 | $2,436-20.0% | $3,740-47.9% | $4,232-53.9% |
| Admin fee / account holder | $23 | $76-69.0% | $6,473-99.6% | $114-79.4% |