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 GROUP2+ years Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $3,375 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB 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 | $37,463 | $93,571-60.0% | $135,903-72.4% | $75,163-50.2% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 22.16% | 30.90%-8.7pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $5,855 | $3,537+65.6% | $4,856+20.6% | $2,670+119.3% |
| Participant deferral / active EE | $11,945 | $6,404+86.5% | $7,758+54.0% | $4,125+189.6% |
| Admin fee / account holder | $28 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |