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 6-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 GROUP6+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GALSTONNURY, CT 06033 | Advisory (Participants) | $49,927 |
USI CONSULTING GROUP6+ years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $19,819 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Float revenue; Shareholder servicing ... | $6,014 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,979 | $36,806-37.6% | $69,647-67.0% | $77,643-70.4% |
| Participation rate | 81.6% | 64.4%+17.3pp | 66.5%+15.2pp | 70.6%+11.1pp |
| Annual return | 14.68% | 38.81%-24.1pp | 100.48%-85.8pp | 31.24%-16.6pp |
| Employer contribution / active EE | $783 | $1,257-37.7% | $1,712-54.3% | $2,726-71.3% |
| Participant deferral / active EE | $2,342 | $2,738-14.5% | $2,886-18.8% | $4,647-49.6% |
| Admin fee / account holder | $95 | $507-81.3% | $4,713-98.0% | $430-77.9% |