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 Service code 15 · EIN 06-1053228 | Recordkeeping | $4,581 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Custodial (securities)... | $2,101 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $27,323 | $76,000-64.0% | $154,107-82.3% | $64,186-57.4% |
| Participation rate | 83.5% | 70.4%+13.1pp | 83.0%+0.5pp | 69.6%+14.0pp |
| Annual return | -5.32% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,220 | $3,351-33.8% | $5,298-58.1% | $2,381-6.8% |
| Participant deferral / active EE | $3,810 | $3,175+20.0% | $5,081-25.0% | $3,470+9.8% |
| Admin fee / account holder | $56 | $5,596-99.0% | $13,411-99.6% | $4,888-98.9% |