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 GROUP7 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $29,097 |
USI CONSULTING GROUP7 years Service code 15 · EIN 06-1053228 | Recordkeeping | $7,036 |
CHARLES SCHWAB & CO., INC.8 years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,483 | $101,317+187.7% | $146,958+98.3% | $74,495+291.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.33% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $8,974 | $3,810+135.5% | $4,933+81.9% | $2,623+242.1% |
| Participant deferral / active EE | $11,375 | $7,303+55.8% | $8,070+41.0% | $4,346+161.8% |
| Admin fee / account holder | $208 | $1,739-88.1% | $12,998-98.4% | $1,942-89.3% |