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 Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $32,276 |
Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $6,703 |
Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
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 | $197,812 | $85,766+130.6% | $136,294+45.1% | $70,131+182.1% |
| Participation rate | 98.9% | 74.2%+24.7pp | 81.9%+17.0pp | 69.5%+29.3pp |
| Annual return | 17.83% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $7,451 | $2,966+151.2% | $4,695+58.7% | $2,342+218.1% |
| Participant deferral / active EE | $8,673 | $5,051+71.7% | $6,247+38.8% | $3,332+160.3% |
| Admin fee / account holder | $276 | $5,420-94.9% | $9,243-97.0% | $4,645-94.1% |