See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $3,426 |
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.
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 | $71,154 | $62,132+14.5% | $185,823-61.7% | $73,488-3.2% |
| Participation rate | 58.4% | 67.8%-9.4pp | 78.0%-19.6pp | 70.7%-12.3pp |
| Annual return | 19.82% | 20.44%-0.6pp | 35.95%-16.1pp | 28.51%-8.7pp |
| Employer contribution / active EE | $2,276 | $1,681+35.4% | $4,087-44.3% | $2,270+0.3% |
| Participant deferral / active EE | $4,802 | $3,711+29.4% | $5,632-14.7% | $3,740+28.4% |
| Admin fee / account holder | $48 | $419-88.5% | $9,500-99.5% | $513-90.6% |