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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $33,750 |
USI CONSULTING GROUP8 years Service code 15 · EIN 06-1053228 | Recordkeeping | $14,796 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Float revenue; Custodial (other than ... | $5,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,149 | $100,923+70.6% | $150,045+14.7% | $74,304+131.7% |
| Participation rate | 98.3% | 70.1%+28.3pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 14.82% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $9,316 | $3,463+169.0% | $4,693+98.5% | $2,241+315.7% |
| Participant deferral / active EE | $14,184 | $6,709+111.4% | $7,997+77.4% | $3,767+276.5% |
| Admin fee / account holder | $103 | $2,767-96.3% | $13,435-99.2% | $2,969-96.5% |