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 GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $20,000 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $5,321 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $3,051 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $8 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
GQG PARTNERS LLC1 year Filed as: GQG PARTNERS INC Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,579 | $87,870+56.6% | $113,168+21.6% | $74,304+85.2% |
| Participation rate | 84.5% | 70.7%+13.8pp | 76.6%+7.9pp | 60.3%+24.2pp |
| Annual return | 5.15% | 26.44%-21.3pp | 24.27%-19.1pp | 29.43%-24.3pp |
| Employer contribution / active EE | $5,941 | $2,277+160.9% | $2,975+99.7% | $2,241+165.1% |
| Participant deferral / active EE | $6,451 | $4,241+52.1% | $5,107+26.3% | $3,767+71.2% |
| Admin fee / account holder | $184 | $3,368-94.5% | $12,068-98.5% | $2,969-93.8% |