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 Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $2,353 |
Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,439 | $65,322-2.9% | $70,449-10.0% | $73,488-13.7% |
| Participation rate | 68.2% | 77.0%-8.7pp | 75.1%-6.8pp | 70.7%-2.4pp |
| Annual return | 14.15% | 15.71%-1.6pp | 109.03%-94.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,138 | $2,460-13.1% | $2,737-21.9% | $2,270-5.8% |
| Participant deferral / active EE | $3,134 | $3,375-7.1% | $3,709-15.5% | $3,740-16.2% |
| Admin fee / account holder | $9 | $214-95.8% | $3,845-99.8% | $513-98.2% |