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 GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $40,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $5,331 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GALSTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $4,310 |
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 | $35,200 | $46,292-24.0% | $143,757-75.5% | $64,808-45.7% |
| Participation rate | 98.5% | 64.2%+34.2pp | 80.3%+18.1pp | 71.5%+27.0pp |
| Annual return | -14.66% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,615 | $1,910+36.9% | $4,951-47.2% | $2,506+4.3% |
| Participant deferral / active EE | $4,294 | $2,646+62.3% | $5,637-23.8% | $4,310-0.4% |
| Admin fee / account holder | $93 | $154-39.4% | $14,673-99.4% | $188-50.4% |