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 GROUP7 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Recordkeeping | $20,347 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $8,147 |
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 | $29,012 | $65,908-56.0% | $81,812-64.5% | $77,643-62.6% |
| Participation rate | 91.8% | 65.8%+26.0pp | 72.3%+19.4pp | 70.6%+21.2pp |
| Annual return | 16.01% | 26.64%-10.6pp | 773.79%-757.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,442 | $3,505+55.3% | $4,319+26.0% | $4,647+17.1% |
| Admin fee / account holder | $19 | $526-96.4% | $7,386-99.7% | $430-95.6% |