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 HOLDING COMPANY Service code 13 | Contract Administrator | $15,009 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. Service code 18 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 | Custodial (securities); Shareholder s... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,740 | $52,467-41.4% | $57,179-46.2% | $55,167-44.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | -0.33% | 7.72%-8.0pp | 14.59%-14.9pp | 169.23%-169.6pp |
| Employer contribution / active EE | $2,966 | $2,477+19.7% | $2,682+10.6% | $1,963+51.1% |
| Participant deferral / active EE | $3,339 | $2,830+18.0% | $3,096+7.9% | $3,054+9.3% |
| Admin fee / account holder | $50 | $269-81.5% | $3,139-98.4% | $504-90.1% |