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 3-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 GROUP1+ years Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $1,450 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Shareholder s... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,252 | $84,487-78.4% | $125,339-85.4% | $66,914-72.7% |
| Participation rate | 91.2% | 76.4%+14.7pp | 82.4%+8.8pp | 69.8%+21.3pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $6,651 | $3,553+87.2% | $4,814+38.2% | $2,544+161.4% |
| Participant deferral / active EE | $12,761 | $6,781+88.2% | $7,446+71.4% | $4,237+201.2% |
| Admin fee / account holder | $9 | $685-98.6% | $10,010-99.9% | $593-98.4% |