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 GROUP1 year Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $70,372 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,662 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $68,053 | $46,219+47.2% | $89,391-23.9% | $90,288-24.6% |
| Participation rate | 69.0% | 44.9%+24.1pp | 68.0%+1.0pp | 73.4%-4.3pp |
| Annual return | 54.52% | 25.71%+28.8pp | 245.62%-191.1pp | 53.97%+0.6pp |
| Employer contribution / active EE | $3,050 | $953+220.0% | $2,586+18.0% | $2,524+20.8% |
| Participant deferral / active EE | $6,688 | $2,136+213.1% | $3,890+71.9% | $4,232+58.0% |
| Admin fee / account holder | $94 | $147-36.2% | $4,881-98.1% | $114-17.8% |