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 Service code 15 · EIN 91-0885593 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $60,422 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $1,349 |
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 | $53,819 | $80,177-32.9% | $123,892-56.6% | $57,658-6.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 81.4%+6.1pp | 70.2%+17.3pp |
| Annual return | 12.16% | 17.90%-5.7pp | 47.52%-35.4pp | 5.13%+7.0pp |
| Employer contribution / active EE | $3,065 | $2,913+5.2% | $4,617-33.6% | $1,974+55.3% |
| Participant deferral / active EE | $5,936 | $5,130+15.7% | $5,984-0.8% | $3,061+93.9% |
| Admin fee / account holder | $161 | $106+51.6% | $8,357-98.1% | $95+70.4% |