See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 15 · EIN 06-1397347 | Recordkeeping | $25,496 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $21,147 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (securities); Shareholder s... | $4,473 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,103 | $42,353-24.2% | $79,550-59.6% | $64,808-50.5% |
| Participation rate | 42.8% | 64.8%-22.0pp | 69.5%-26.7pp | 71.5%-28.7pp |
| Annual return | -17.23% | -12.24%-5.0pp | 0.16%-17.4pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,258 | $1,181+6.5% | $2,413-47.9% | $2,506-49.8% |
| Participant deferral / active EE | $2,623 | $3,170-17.3% | $3,985-34.2% | $4,310-39.2% |
| Admin fee / account holder | $90 | $160-43.8% | $6,832-98.7% | $188-52.2% |