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... | $43,602 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,314 | $65,322-39.8% | $70,449-44.2% | $73,488-46.5% |
| Participation rate | 55.3% | 77.0%-21.7pp | 75.1%-19.8pp | 70.7%-15.4pp |
| Annual return | 19.26% | 15.71%+3.5pp | 109.03%-89.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $337 | $2,460-86.3% | $2,737-87.7% | $2,270-85.2% |
| Participant deferral / active EE | $2,130 | $3,375-36.9% | $3,709-42.6% | $3,740-43.0% |
| Admin fee / account holder | $238 | $214+11.0% | $3,845-93.8% | $513-53.7% |