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 7-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 | Consulting (pension); Participant loa... | $43,832 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,669 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,307 | $30,086-42.5% | $61,373-71.8% | $64,808-73.3% |
| Participation rate | 95.6% | 36.4%+59.2pp | 52.6%+43.0pp | 71.5%+24.1pp |
| Annual return | -16.12% | -13.99%-2.1pp | 338.61%-354.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $230 | $536-57.0% | $1,159-80.1% | $2,506-90.8% |
| Participant deferral / active EE | $1,491 | $1,126+32.5% | $2,125-29.8% | $4,310-65.4% |
| Admin fee / account holder | $161 | $148+8.5% | $2,130-92.5% | $188-14.4% |