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 GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 13 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Contract Administrator | $32,180 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,168 | $57,976+57.2% | $62,995+44.7% | $62,292+46.4% |
| Participation rate | 61.5% | 75.9%-14.4pp | 74.8%-13.3pp | 69.5%-8.0pp |
| Annual return | 12.30% | 17.54%-5.2pp | 87.57%-75.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $3,360 | $2,415+39.1% | $2,759+21.8% | $2,042+64.5% |
| Participant deferral / active EE | $3,661 | $2,956+23.9% | $3,329+10.0% | $3,169+15.5% |
| Admin fee / account holder | $93 | $276-66.2% | $3,600-97.4% | $479-80.5% |