See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Recordkeeping | $16,177 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); In... | $9,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,062 | $61,058-37.7% | $71,209-46.5% | $85,563-55.5% |
| Participation rate | 95.1% | 58.6%+36.6pp | 73.8%+21.4pp | 66.0%+29.2pp |
| Annual return | 22.96% | 100.41%-77.4pp | 282.51%-259.5pp | 31.51%-8.5pp |
| Employer contribution / active EE | $854 | $2,199-61.1% | $2,721-68.6% | $2,654-67.8% |
| Participant deferral / active EE | $6,089 | $3,173+91.9% | $4,175+45.8% | $4,375+39.2% |
| Admin fee / account holder | $23 | $855-97.3% | $5,349-99.6% | $834-97.2% |