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 GROUP7 years Filed as: USI ADVISORS, INC Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $57,297 |
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $18,812 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $5,225 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,713 | $101,317-29.2% | $146,958-51.2% | $74,495-3.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 19.94% | 8730.91%-8711.0pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $1,678 | $3,810-56.0% | $4,933-66.0% | $2,623-36.0% |
| Participant deferral / active EE | $15,221 | $7,303+108.4% | $8,070+88.6% | $4,346+250.2% |
| Admin fee / account holder | $282 | $1,739-83.8% | $12,998-97.8% | $1,942-85.5% |