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 HOLDING COMPANY Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $72,420 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 | Custodial (other than securities); Cu... | $4,437 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment management fees paid indir... | $0 |
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 | $38,002 | $107,378-64.6% | $108,579-65.0% | $57,658-34.1% |
| Participation rate | 75.5% | 77.1%-1.6pp | 79.6%-4.1pp | 70.2%+5.2pp |
| Annual return | 6.30% | 12.80%-6.5pp | -51.70%+58.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,475 | $1,782-17.2% | $3,758-60.8% | $1,974-25.3% |
| Participant deferral / active EE | $2,626 | $3,221-18.5% | $4,311-39.1% | $3,061-14.2% |
| Admin fee / account holder | $225 | $108+107.3% | $7,645-97.1% | $95+137.9% |