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 Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $18,784 |
USI CONSULTING GROUP7 years Service code 15 · EIN 06-1053228 | Recordkeeping | $14,084 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); In... | $4,236 |
CHARLES SCHWAB & CO., INC.10+ 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 | $41,948 | $54,193-22.6% | $93,606-55.2% | $77,643-46.0% |
| Participation rate | 59.1% | 63.9%-4.8pp | 68.7%-9.6pp | 70.6%-11.5pp |
| Annual return | 15.25% | 30.54%-15.3pp | 133.20%-117.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,223 | $1,168+4.7% | $2,420-49.5% | $2,726-55.1% |
| Participant deferral / active EE | $2,448 | $3,144-22.1% | $4,411-44.5% | $4,647-47.3% |
| Admin fee / account holder | $51 | $576-91.1% | $8,285-99.4% | $430-88.1% |