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: KIBBLE & PRENTICE Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $42,543 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Sh... | $0 |
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 | $47,879 | $50,898-5.9% | $171,082-72.0% | $55,167-13.2% |
| Participation rate | 88.0% | 63.3%+24.7pp | 76.7%+11.3pp | 69.0%+19.0pp |
| Annual return | 12.36% | 15.34%-3.0pp | 32.56%-20.2pp | 169.23%-156.9pp |
| Employer contribution / active EE | $834 | $1,433-41.8% | $4,002-79.2% | $1,963-57.5% |
| Participant deferral / active EE | $5,769 | $2,994+92.7% | $4,797+20.3% | $3,054+88.9% |
| Admin fee / account holder | $232 | $500-53.5% | $8,520-97.3% | $504-53.9% |