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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $4,055 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $1,095 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,463 | $37,044-52.9% | $71,796-75.7% | $57,658-69.7% |
| Participation rate | 45.9% | 61.1%-15.2pp | 69.1%-23.2pp | 70.2%-24.3pp |
| Annual return | 7.79% | 12.64%-4.9pp | 78.04%-70.3pp | 5.13%+2.7pp |
| Employer contribution / active EE | $524 | $720-27.3% | $1,924-72.8% | $1,974-73.5% |
| Participant deferral / active EE | $1,177 | $1,974-40.4% | $2,794-57.9% | $3,061-61.5% |
| Admin fee / account holder | $11 | $101-88.6% | $4,815-99.8% | $95-87.8% |