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 GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Recordkeeping | $11,375 |
Filed as: CHARLES SCHWAB BANK/ TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Shareholder s... | $2,509 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,047 | $43,999-77.2% | $79,464-87.4% | $55,725-82.0% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.3%+15.5pp | 70.9%+18.0pp |
| Annual return | -3.79% | 1.81%-5.6pp | 718.14%-721.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,878 | $2,538+13.4% | $3,704-22.3% | $3,356-14.2% |
| Admin fee / account holder | $26 | $118-77.7% | $5,113-99.5% | $115-77.2% |