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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Investment ma... | $12,556 |
USI CONSULTING GROUP8 years Service code 15 · EIN 06-1053228 | Recordkeeping | $12,112 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Participants) | $7,283 |
CHARLES SCHWAB & CO., INC.9 years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,204 | $62,327+213.2% | $120,354+62.2% | $74,495+162.0% |
| Participation rate | 89.8% | 56.8%+33.0pp | 71.9%+17.9pp | 67.2%+22.6pp |
| Annual return | 13.89% | 18.61%-4.7pp | 107.15%-93.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $6,132 | $1,843+232.7% | $3,463+77.1% | $2,623+133.8% |
| Participant deferral / active EE | $8,292 | $2,893+186.6% | $4,991+66.1% | $4,346+90.8% |
| Admin fee / account holder | $121 | $2,396-94.9% | $9,423-98.7% | $1,942-93.8% |