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 GROUP6 years Service code 15 · EIN 06-1053228 | Recordkeeping | $3,960 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (securities); Shareholder s... | $1,903 |
CHARLES SCHWAB & CO., INC.7 years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,051 | $61,272-28.1% | $149,673-70.6% | $71,457-38.4% |
| Participation rate | 97.2% | 62.5%+34.7pp | 78.8%+18.5pp | 67.9%+29.3pp |
| Annual return | 18.34% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,697 | $2,378+55.5% | $4,818-23.3% | $2,588+42.9% |
| Participant deferral / active EE | $5,379 | $2,917+84.4% | $5,680-5.3% | $4,289+25.4% |
| Admin fee / account holder | $34 | $1,261-97.3% | $13,210-99.7% | $1,587-97.9% |