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 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $28,510 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $4,784 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,850 | $43,999-84.4% | $79,464-91.4% | $55,725-87.7% |
| Participation rate | 54.5% | 66.9%-12.4pp | 73.3%-18.8pp | 70.9%-16.4pp |
| Annual return | -6.41% | 1.81%-8.2pp | 718.14%-724.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $594 | $1,830-67.5% | $2,800-78.8% | $2,078-71.4% |
| Participant deferral / active EE | $746 | $2,538-70.6% | $3,704-79.9% | $3,356-77.8% |
| Admin fee / account holder | $48 | $118-59.4% | $5,113-99.1% | $115-58.6% |