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 GROUP3+ years Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $1,950 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Investmen... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,480 | $102,317-53.6% | $146,958-67.7% | $80,856-41.3% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 14.18% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,017 | $3,713+62.1% | $4,933+22.0% | $2,755+118.4% |
| Participant deferral / active EE | $11,984 | $6,644+80.4% | $8,070+48.5% | $4,296+179.0% |
| Admin fee / account holder | $16 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |