See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $8,599 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $6,501 |
CHARLES SCHWAB & CO., INC.3 years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,151 | $98,750+98.6% | $149,696+31.0% | $79,858+145.6% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 21.69% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $8,471 | $3,216+163.4% | $4,644+82.4% | $2,471+242.8% |
| Participant deferral / active EE | $11,122 | $5,680+95.8% | $6,842+62.6% | $3,740+197.4% |
| Admin fee / account holder | $282 | $6,053-95.3% | $9,309-97.0% | $5,306-94.7% |