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 | $37,098 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $1,764 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Sh... | $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 | $20,109 | $50,106-59.9% | $70,014-71.3% | $57,658-65.1% |
| Participation rate | 89.3% | 70.9%+18.4pp | 71.8%+17.4pp | 70.2%+19.0pp |
| Annual return | 15.23% | 14.58%+0.6pp | 12.99%+2.2pp | 5.13%+10.1pp |
| Employer contribution / active EE | $1,963 | $1,739+12.9% | $2,338-16.0% | $1,974-0.5% |
| Participant deferral / active EE | $3,571 | $2,486+43.6% | $2,931+21.8% | $3,061+16.7% |
| Admin fee / account holder | $81 | $89-9.2% | $4,380-98.2% | $95-14.3% |