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 GROUP6 years Service code 15 · EIN 06-1397347 | Recordkeeping | $17,818 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $14,782 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Float revenue; Shareholder servicing ... | $2,956 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $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 | $37,526 | $53,165-29.4% | $86,188-56.5% | $74,419-49.6% |
| Participation rate | 56.0% | 64.9%-8.8pp | 69.0%-12.9pp | 70.7%-14.7pp |
| Annual return | 20.12% | 22.64%-2.5pp | 1168.45%-1148.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,146 | $1,210-5.3% | $2,380-51.9% | $2,637-56.6% |
| Participant deferral / active EE | $2,336 | $3,234-27.8% | $3,985-41.4% | $4,528-48.4% |
| Admin fee / account holder | $57 | $551-89.7% | $6,852-99.2% | $348-83.7% |