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 GROUP4 years Service code 12 · EIN 06-1053228 | Redemption fees; Finders' fees / plac... | $84,497 |
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 | $62,975 | $100,801-37.5% | $149,696-57.9% | $73,409-14.2% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.5%+15.2pp | 72.2%+25.5pp |
| Annual return | 21.56% | 265.34%-243.8pp | 276.60%-255.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $6,555 | $3,312+97.9% | $4,644+41.1% | $2,234+193.5% |
| Participant deferral / active EE | $7,823 | $6,404+22.1% | $6,842+14.3% | $3,805+105.6% |
| Admin fee / account holder | $82 | $181-54.7% | $9,309-99.1% | $158-48.1% |