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: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $13,329 |
Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 | Custodial (other than securities); Cu... | $3,558 |
Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 18 | Custodial (securities); Shareholder s... | $0 |
Filed as: CHARLES SCHWAB BANK/TRUST COMPANY- Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $104,035 | $70,983+46.6% | $78,778+32.1% | - |
| Participation rate | 79.8% | 57.2%+22.6pp | 69.2%+10.6pp | - |
| Annual return | 18.20% | 9.28%+8.9pp | 35.62%-17.4pp | - |
| Employer contribution / active EE | $1,614 | $665+142.7% | $1,986-18.7% | - |
| Participant deferral / active EE | $5,185 | $2,053+152.6% | $2,958+75.3% | - |
| Admin fee / account holder | $136 | $4,432-96.9% | $5,134-97.4% | - |