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 | Recordkeeping | $26,370 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $0 |
NATIONWIDE1+ years Service code 28 · EIN 31-4156830 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,210 | $38,925-81.5% | $73,843-90.2% | $55,191-86.9% |
| Participation rate | 55.2% | 66.0%-10.8pp | 73.4%-18.2pp | 69.2%-14.0pp |
| Annual return | -1.27% | 6.31%-7.6pp | 2267.84%-2269.1pp | 10.78%-12.0pp |
| Employer contribution / active EE | $508 | $1,695-70.0% | $2,787-81.8% | $1,899-73.2% |
| Participant deferral / active EE | $439 | $2,351-81.3% | $3,583-87.8% | $3,046-85.6% |
| Admin fee / account holder | $49 | $83-41.2% | $4,880-99.0% | $91-46.3% |