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 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $59,292 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 | Custodial (securities); Custodial (ot... | $3,834 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Fl... | $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 | $33,149 | $57,096-41.9% | $94,224-64.8% | $55,191-39.9% |
| Participation rate | 84.2% | 75.7%+8.5pp | 78.8%+5.4pp | 69.2%+15.0pp |
| Annual return | -1.05% | 159.65%-160.7pp | 10.68%-11.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,658 | $1,708-2.9% | $3,587-53.8% | $1,899-12.7% |
| Participant deferral / active EE | $2,933 | $3,165-7.3% | $4,320-32.1% | $3,046-3.7% |
| Admin fee / account holder | $184 | $89+106.4% | $6,269-97.1% | $91+102.9% |