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 GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $51,212 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $8,283 |
Filed as: PRINCIPAL GLOBAL INVESTORS TRUST CO Service code 18 | Custodial (other than securities); Cu... | $2,547 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $63 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,058 | $106,028-17.9% | $146,958-40.8% | $77,643+12.1% |
| Participation rate | 71.9% | 78.4%-6.5pp | 82.2%-10.3pp | 70.6%+1.3pp |
| Annual return | 14.50% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,113 | $4,063-23.4% | $4,933-36.9% | $2,726+14.2% |
| Participant deferral / active EE | $7,023 | $7,990-12.1% | $8,070-13.0% | $4,647+51.1% |
| Admin fee / account holder | $134 | $337-60.2% | $12,998-99.0% | $430-68.8% |