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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $40,000 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GALSTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $7,347 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $6,205 |
Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Investmen... | $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 | $39,355 | $47,126-16.5% | $149,673-73.7% | $74,419-47.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.40% | 22.75%-5.4pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,901 | $1,905+52.2% | $4,818-39.8% | $2,637+10.0% |
| Participant deferral / active EE | $4,464 | $2,728+63.7% | $5,680-21.4% | $4,528-1.4% |
| Admin fee / account holder | $95 | $343-72.3% | $13,210-99.3% | $348-72.7% |