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 GROUP6 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $10,561 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,173 | $47,126-29.6% | $149,673-77.8% | $74,419-55.4% |
| Participation rate | 85.2% | 63.4%+21.8pp | 78.8%+6.4pp | 70.7%+14.5pp |
| Annual return | 18.18% | 22.75%-4.6pp | 134.42%-116.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,835 | $2,728+77.2% | $5,680-14.9% | $4,528+6.8% |
| Admin fee / account holder | $15 | $343-95.8% | $13,210-99.9% | $348-95.8% |