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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $10,867 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Custodial (securities)... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,186 | $52,670-84.5% | $90,404-90.9% | $73,409-88.8% |
| Participation rate | 67.5% | 67.7%-0.1pp | 72.7%-5.1pp | 72.2%-4.6pp |
| Annual return | 15.82% | 20.70%-4.9pp | 1293.02%-1277.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $649 | $1,872-65.3% | $3,262-80.1% | $2,234-70.9% |
| Participant deferral / active EE | $1,101 | $2,807-60.8% | $3,963-72.2% | $3,805-71.1% |
| Admin fee / account holder | $39 | $117-66.5% | $5,611-99.3% | $158-75.2% |