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 GROUP9+ years Service code 12 · EIN 06-1053228 | Redemption fees; Recordkeeping fees; ... | $37,981 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,492 | $65,557-9.3% | $64,056-7.1% | $71,457-16.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.54% | 18.94%-2.4pp | 33.69%-17.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $902 | $2,669-66.2% | $2,747-67.1% | $2,588-65.1% |
| Participant deferral / active EE | $4,993 | $3,626+37.7% | $3,880+28.7% | $4,289+16.4% |
| Admin fee / account holder | $301 | $616-51.1% | $3,068-90.2% | $1,587-81.0% |