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 GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $2,625 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Float revenue... | $1,085 |
CHARLES SCHWAB & CO., INC.5+ 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 | $59,787 | $62,928-5.0% | $172,739-65.4% | $67,579-11.5% |
| Participation rate | 26.4% | 64.5%-38.0pp | 82.6%-56.2pp | 71.3%-44.8pp |
| Annual return | 23.53% | 30.36%-6.8pp | 802.84%-779.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,777 | $2,145+29.5% | $5,198-46.6% | $3,539-21.5% |
| Admin fee / account holder | $12 | $167-92.9% | $13,954-99.9% | $142-91.7% |