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 GROUP5 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $40,000 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GALSTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $10,385 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Float revenue; Shareholder servicing ... | $6,664 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $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 | $44,524 | $50,815-12.4% | $155,509-71.4% | $77,643-42.7% |
| Participation rate | 99.7% | 63.1%+36.5pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 14.97% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,536 | $1,993+77.4% | $4,672-24.3% | $2,726+29.7% |
| Participant deferral / active EE | $4,873 | $2,822+72.7% | $5,626-13.4% | $4,647+4.9% |
| Admin fee / account holder | $104 | $437-76.2% | $15,912-99.3% | $430-75.8% |