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 GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $322,120 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $80,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 211 MAIN STREET · SEATTLE, WA 94105 | Shareholder servicing fees; Custodial... | $27,486 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRAMCISCO, CA 94105 | Custodial (other than securities); Cu... | $6,564 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,082 | $53,136+77.1% | $155,509-39.5% | $199,593-52.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 14.57% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,029 | $1,851+9.6% | $4,672-56.6% | $3,034-33.1% |
| Participant deferral / active EE | $12,875 | $3,161+307.3% | $5,626+128.8% | $5,087+153.1% |
| Admin fee / account holder | $68 | $185-63.4% | $15,912-99.6% | $269-74.7% |