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 GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Recordkeeping | $5,238 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK/ TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $4,258 |
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 | $13,572 | $54,237-75.0% | $90,281-85.0% | $67,579-79.9% |
| Participation rate | 87.0% | 68.6%+18.4pp | 73.3%+13.7pp | 71.3%+15.7pp |
| Annual return | 33.29% | 37.27%-4.0pp | 78.10%-44.8pp | 378.56%-345.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,236 | $2,625+23.3% | $3,885-16.7% | $3,539-8.6% |
| Admin fee / account holder | $15 | $123-88.2% | $5,351-99.7% | $142-89.7% |