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+ years Filed as: KIBBLE AND PRENTICE HOLDING COMPANY Service code 13 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Contract Administrator | $47,588 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Shareholder servicing ... | $4,496 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $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 | $56,346 | $70,002-19.5% | $115,037-51.0% | $52,331+7.7% |
| Participation rate | 89.3% | 72.1%+17.1pp | 81.4%+7.9pp | 68.1%+21.1pp |
| Annual return | -0.70% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $796 | $2,715-70.7% | $4,608-82.7% | $1,882-57.7% |
| Participant deferral / active EE | $6,647 | $4,920+35.1% | $6,026+10.3% | $3,022+120.0% |
| Admin fee / account holder | $209 | $566-63.1% | $8,175-97.4% | $592-64.7% |