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 9-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 Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $40,000 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GALSTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $12,871 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $6,710 |
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 | $43,471 | $56,485-23.0% | $185,823-76.6% | $86,799-49.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 15.23% | 118.04%-102.8pp | 122.05%-106.8pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,550 | $1,843+38.4% | $5,167-50.6% | $2,405+6.0% |
| Participant deferral / active EE | $4,294 | $2,553+68.2% | $5,568-22.9% | $4,131+3.9% |
| Admin fee / account holder | $119 | $150-20.2% | $16,237-99.3% | $170-29.6% |