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 GROUP3+ years Filed as: KIBBLE AND PRENTICE HOLDING COMPANY Service code 13 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Contract Administrator | $55,510 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $5,871 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,568 | $155,795-59.2% | $136,294-53.4% | $69,631-8.7% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 70.7%+14.2pp |
| Annual return | 18.99% | 232464.33%-232445.3pp | 5155.94%-5136.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $581 | $2,991-80.6% | $4,695-87.6% | $2,032-71.4% |
| Participant deferral / active EE | $6,023 | $5,394+11.7% | $6,247-3.6% | $3,224+86.8% |
| Admin fee / account holder | $176 | $128+37.4% | $9,243-98.1% | $110+59.6% |