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+ years Filed as: KIBBLE & PRENTICE Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $35,057 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,903 | $45,283+5.8% | $155,790-69.3% | $52,331-8.5% |
| Participation rate | 88.3% | 62.2%+26.1pp | 76.1%+12.2pp | 68.1%+20.2pp |
| Annual return | -3.44% | 1.80%-5.2pp | 71.54%-75.0pp | 4.54%-8.0pp |
| Employer contribution / active EE | $927 | $1,329-30.2% | $3,836-75.8% | $1,882-50.7% |
| Participant deferral / active EE | $5,833 | $2,854+104.3% | $4,797+21.6% | $3,022+93.0% |
| Admin fee / account holder | $235 | $981-76.0% | $7,478-96.9% | $592-60.2% |