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 GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $3,792 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Float revenue; Custodial (other than ... | $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 | $57,144 | $56,485+1.2% | $185,823-69.2% | $86,799-34.2% |
| Participation rate | 40.3% | 65.5%-25.2pp | 81.7%-41.4pp | 72.3%-32.0pp |
| Annual return | 15.92% | 118.04%-102.1pp | 122.05%-106.1pp | 97.91%-82.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,197 | $2,553+64.4% | $5,568-24.6% | $4,131+1.6% |
| Admin fee / account holder | $13 | $150-91.4% | $16,237-99.9% | $170-92.4% |