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 GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Recordkeeping | $9,458 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $5,356 |
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 | $18,177 | $52,670-65.5% | $90,404-79.9% | $73,409-75.2% |
| Participation rate | 86.1% | 67.7%+18.4pp | 72.7%+13.4pp | 72.2%+13.9pp |
| Annual return | 26.83% | 20.70%+6.1pp | 1293.02%-1266.2pp | 59.29%-32.5pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,669 | $2,807+30.7% | $3,963-7.4% | $3,805-3.6% |
| Admin fee / account holder | $21 | $117-82.3% | $5,611-99.6% | $158-86.9% |